Cook Wealth, LLC

Cook Wealth, LLC is a registered investment advisor established in 2004 and became a registered investment advisor in 2014. The firm specializes in providing investment advisory services to individuals, high net worth individuals, and retirement plans. Cook Wealth acts as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm offers customized investment advisory solutions, including discretionary investment management and financial planning services. Investment strategies primarily focus on long-term goals, utilizing mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. The firm integrates tax management into its investment process and may recommend reallocating investments to diversify portfolios. Cook Wealth may also recommend cash positions as a hedge against market movements. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have discretion over the selection and amount of securities bought or sold in their accounts. Cook Wealth does not accept proxy-voting responsibility for clients. The firm's fee structure includes annual fees of up to 1.50% for investment management services and financial planning services. Cook Wealth participates in Schwab's institutional customer program, receiving benefits that may indirectly influence the recommendation of Schwab for custody services. The firm maintains a Privacy Policy to safeguard clients' personal information and shares information with non-affiliated third parties for servicing clients' accounts. Clients have the right to limit the sharing of their personal information.