CooksonPeirce Wealth Management

Your Experienced
Investment Management
Team

Hands-on planning & portfolios built for humans,
by humans

COOKSONPEIRCE PRIVATE CLIENT

Who We Serve

Professionals & Pre-Retirees

High Net Worth Families

Retirees

Plan with Confidence

Live your best life, and plan for a lasting legacy.

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Three Ways We Do Investments Different

No Robots. No Cookie Cutters. Just 40+ Years of Process and Math.

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Markets are Efficient

Because markets are efficient, we focus on building evidence-based portfolios designed to capture long-term growth—not chase short-term wins.

Investor

Investors are not

Our approach is grounded in discipline-to protect you from emotional decisions that can derail long-term success.

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Trends tend to last

Our strategies are built to capture long-term opportunities without chasing short-term noise.

CooksonPeirce

By the Numbers*

*As of 9/2025

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Assets Under Management

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States with Clients

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Advisors

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Clients per Advisor

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Client Households

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Office Locations

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Investment Strategies

The Market is Ripe for Change

Is this a chance to outperform mega-cap?
Don’t miss out.

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Recent Resources

The Ultimate Guide to Tax Loss Harvesting

In this article, we’ll explore… Tax Loss Harvesting Fundamentals: How selling securities at a loss to offset gains can ...

2025 Mid-Year Market Update

Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax ...

The Great Reversion: Is the Mega-Cap Era Ending?

https://vimeo.com/1097525722?fl=pl&fe=sh Materials discussed is meant for informational purposes only, and it is not to be construed as investment, ...

Enhance Your Direct Indexing Strategy: 5 Ways a High Active Share Momentum Manager Complements Your Approach

In this article, we’ll explore… Direct Indexing’s Prominence in 2025: It’s a leading trend in Wealth Management, with ...

Annual Market Review & Outlook Webinar

Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax ...

2024 Mid-Year Market Update

Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax ...

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Since 1984, our highly experienced financial advisors have been developing and executing
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