THE COOK GROUP
At THE COOK GROUP, our mission is to help clients define and attain their financial goals with confidence. We seek to provide sound professional advice and impeccable service within a disciplined strategy, individually designed to accomplish your goals. Our investment consulting services are developed after your goals and dreams have been defined. Your progress toward your goals is actively reviewed, measured and reported. Our success is measured by clients progress toward their financial goals and dreams.
We are not interested in short-term relationships. We serve as strategists, helping clients understand how long-term decisions can help shape their approach to wealth accumulation. We develop wealth management strategies and regularly review them to help give clients the best chance of achieving their goals. We work hard to be knowledgeable and clearly explain to clients the many investment opportunities, the ever-changing market conditions and their portfolio returns. We stay in touch on an ongoing basis with phone calls, meetings and detailed reporting. Although we do not provide legal or tax advice, we work closely with clients' other advisors to help ensure that clients understand the financial impact of their tax and legal situations/decisions.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
