Our Approach


From our first conversation through our various meetings, we aim to learn what you value, what you would like your life to look like and the people and things that are important to you.

 

Clarify

Getting an understanding of you and what is important to you
Through a series of discussions or meetings we will ask you questions to get a comprehensive understanding of ... You! We  will gain knowledge on what you value and the key issues that are affecting you and those around you. We will help you  prioritize the key issues and decisions we should be planning for.

 

Insight

Using our experience and expertise to help guide the way
Because our approach has always been about more than picking the right investments, our team has years of experience in  helping clients with their various situations.  By reflecting on what we have learned from you we will create a series of  personalized suggestions and recommendations. 

 

Partnership

Working together with you to help you live life to the fullest
Our discussions with our clients center around the merits of various ways to achieve your goals. From investment strategies to  planning we see our relationship as a partnership, working with our clients and their various trusted advisors to implement a  series of financial initiatives that will allow you to make the most effective use of all of your resources and help you live life to  the fullest.

Cooper Wealth Advisory Group offers a holistic approach to wealth management.

We provide an exclusive number of integrated and complementary financial services that include:

 

Wealth Structuring - to build, preserve and transfer your wealth

  • Wealth and Financial Planning
  • Philanthropy and Charitable Giving
  • Estate Planning
  • Tax Advisory and Insurance Planning
  • Retirement Planning
  • Education Planning

Investment Management - Tailored portfolios based on your goals

  • Portfolio Construction & Asset Management
  • Capital Management Investing

Credit and Banking - Access to credit and banking solution through our partners

  • Cash Flow Management
  • Personal Credit & Lending
  • Business Financing and Leasing

 

Ready to share your vision with us? Let's talk

We appreciate and respect the legal, accounting, and financial advisors you may already have relationships with. Should the need arise, we have additional resources available. Learn more about them.