Cook Wealth

Cook Wealth

Financial Services, 4101 Lk Boone TRL, Raleigh, North Carolina, 27607, United States, 11-50 Employees

cookwealth.com

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phone no Phone Number: 91********

Who is COOK WEALTH

As life becomes more complex, money starts to feel overwhelming. Our team helps to handle your finances, so you can live life empowered. We know life is complicated and its a challenge to...

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  • 4101 Lk Boone TRL, Raleigh, North Carolina, 27607, United States Headquarters: 4101 Lk Boone TRL, Raleigh, North Carolina, 27607, United States
  • 1984 Date Founded: 1984
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Cook Wealth Org Chart and Mapping

Employees

Kimberly Hoffman

Chief Compliance Officer & Director, Client Services

Elliot Williams

Associate Wealth Advisor at Cook Wealth

Zachary Carver

Director of Tax Services

Leanna Pierce

Client Services Associate

Adam Miles

Client Services Associate

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Frequently Asked Questions Regarding Cook Wealth

Answer: Cook Wealth's headquarters are located at 4101 Lk Boone TRL, Raleigh, North Carolina, 27607, United States

Answer: Cook Wealth's phone number is 91********

Answer: Cook Wealth's official website is https://cookwealth.com

Answer: Cook Wealth's revenue is $5 Million to $10 Million

Answer: Cook Wealth's SIC: 6282

Answer: Cook Wealth has 11-50 employees

Answer: Cook Wealth is in Financial Services

Answer: Cook Wealth contact info: Phone number: 91******** Website: https://cookwealth.com

Answer: As life becomes more complex, money starts to feel overwhelming. Our team helps to handle your finances, so you can live life empowered. We know life is complicated and its a challenge to feel confident in financial decisions you make on your own. Our experienced team of financial advisors, tax experts and investment managers partner with you to create a smart, customized financial strategy that fits your life stage, circumstances and priorities. Well support you in every aspect of your financial life so you can have a clear plan to do what matters most to you. Youll be able to give more, save more and have the flexibility and resources to face any challenge. Were a boutique firm with the expertise and collective knowledge to handle: Financial services Investments Tax consulting and optimization Estate planning Retirement planning Business changes and succession planning Based in Raleigh, North Carolina, we work with clients all over the country. When youre ready to work with a team who values you and your finances, call Cook Wealth.

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