(832) 592-2554 | Client Login | Schwab Alliance | Form CRS   

Services

Our Clients

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

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?

Let's chat!

Visit Us

1790 Hughes Landing Blvd, Suite 400
The Woodlands, Texas 77380

Cooksen Wealth

This email address is being protected from spambots. You need JavaScript enabled to view it.
(832) 592-2554

Clients

Important Consumer Disclosure

Cooksen Wealth, LLC (“Cooksen Wealth”) is a registered investment adviser located in The Woodlands, Texas. The publication of Cooksen Wealth’s website on the Internet should not be construed by any consumer or prospective client as Cooksen Wealth’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. The information on this internet site should not be construed as the provision of personalized individual advice from Cooksen Wealth.

A copy of Cooksen Wealth’s current written disclosure statement as set forth on Form ADV, discussing Cooksen Wealth’s business operations, services, and fees is available upon written request. Cooksen Wealth does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE

To Check Firm or Individual Backgrounds please go to SEC Investment Adviser Public Disclosure Website.
Copyright © 2019 Cooksen Wealth