Our Clients

“Time is the most valuable thing a man can spend.”

You have worked hard for the wealth you’ve created. Now you are looking for a trusted partner to help you grow and preserve it, so you can continue to do the things that bring you joy and fulfillment.

At Cooksen Wealth, our clients understand that time is a precious resource. As such, we tend to do our best work with individuals and families who have achieved a certain level of professional and financial success and desire the freedom to spend their time and money as they please.

Our clients tend to share the following characteristics:

  • High Net Worth Individuals with $1 million+ on deposit with our firm.(1)
  • Top performers in the home and office and expect the same from their financial advisor
  • See value in objective advice and appreciate disciplined decision-making frameworks
  • Believe that money is the engine, not the destination

For Example:

C-Suite Executives seeking to diligently prepare for financial freedom

  • You are seeking guidance with diversification strategies for options and restricted stock or managing accelerated vesting due to corporate change of control.
  • You are an executive retiree who wants to enjoy your newfound freedom while preserving your hard-earned wealth.

Emerging professionals juggling career growth and active personal lives

  • You are a busy professional who is squeezed for time raising children and caring for aging parents but do not want to neglect your financial future.
  • You understand the opportunity cost associated with “DIY” financial planning and would prefer to spend your time pursuing professional and personal endeavors.

Independent women seeking a trusted partner to manage their nest egg

  • You are single (by choice or circumstance) and looking for a trusted advisor to help you protect your financial independence.
  • You want an advisor who listens to your needs, respects your concerns, and helps you make thoughtful, risk-appropriate financial decisions.
(1) We also work with a select number of Emerging Professionals that are approaching High Net Worth classification with a minimum portfolio value of $800,000.

Does this sound like you?