Our Commitment to You

“Tell me, what is it you plan to do with your one wild and precious life?”
Mary Oliver

What is your definition of success? For some, it’s making it to the C-suite or building an enterprise. For others, it’s providing for future generations, leaving an impact on their community, or having the freedom to travel the world. No matter your dreams for your life and legacy, we want to help you achieve them.

You may be surprised to learn that many of the financial advisors who work for large brokerage firms are only required to make “suitable” recommendations for their clients. At Cooksen Wealth, we hold ourselves to the highest fiduciary standard of care, meaning we are legally bound to act in your best interest. Our clients feel confident that purpose, not product, drives every decision we make together.

We are committed to understanding each client’s unique circumstances and goals, so we can provide you with the personalized guidance you need to live life on your terms. That’s what it means to achieve true financial freedom. What do I plan to do with my one wild and precious life? My mission is to live authentically, seeking new challenges both personally and professionally. To break barriers, be a role model for my children and others, and ensure that my definition of success is continually aligned with my core values. In the words of Mark Twain, “Explore. Dream. Discover.”

I look forward to helping you and your family discover and achieve new levels of personal and financial success.


Founder, Managing Director

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