CooksonPeirce Wealth Management

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Trusted Financial Guidance, Backed by Science

The Boldness of Disciplined Investment

At CooksonPeirce, we combine disciplined, quantitative investment strategies with a commitment to personalized wealth management, ensuring both private and institutional clients receive data-driven, unbiased financial solutions. With constant access to responsive advisors and a proven stock selection model perfected over four decades, we remove emotion from decision-making to help you secure your financial future with confidence.

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The Market is
Ripe for Change.

IS THIS A CHANCE TO OUTPERFORM MEGA-CAP?

DON’T MISS OUT.

In recent years, mega-cap stocks have outperformed, leading to high valuations and market concentration. However, we believe this dominance is unsustainable.

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What We Do

Our Services

For Advisors

At CooksonPeirce, we trust the numbers to help us develop investment products and strategies for the discerning institutional investor. Perfected over four decades, our stock selection model is purely quantitative. We remove emotion and bias from the equation.

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For Clients

Securing your family’s financial future takes smart planning and timely execution. It also requires the diligence and determination of a trusted financial advisor who knows you, understands your goals and is available and responsive when you need them.

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Who We Serve

All
  • Private Client
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RECENT RESOURCES

What to Expect From Our Financial Planning Process

June 25, 2026
A Step-by-Step Walkthrough Financial planning can feel overwhelming if you have never done it before. At CooksonPeirce, our ...
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The AI Irony: How the Technology That Helped Build Mega-Cap Dominance May Now Undo It

June 18, 2026
In this article, we’ll explore… Why the concentration of market leadership may be approaching an inflection point. How ...
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When the Plan Changes: Navigating Retirement After a Gray Divorce

June 18, 2026
In this article, we’ll explore… Why gray divorce often reshapes retirement planning more than many people expect. The ...
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Is the Era of Mega-Cap Dominance Finally Ending?

April 14, 2026
In this article, we’ll explore… Why the dominance of mega-cap stocks may be nearing an inflection point. What ...
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Why Emotion Is the Enemy of Investment Returns

April 8, 2026
In this article, we’ll explore… The Impact of Emotion on Investment Outcomes: How fear, overconfidence, and reactive decision-making ...
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Retirement Isn’t Just About Money — It’s About Purpose

March 19, 2026
In this article, we’ll explore… Why Retirement Is More Than a Financial Milestone: Understanding how identity, purpose, and ...
Read More →

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Since 1984, our highly experienced financial advisors have been developing and executing comprehensive wealth management plans for affluent individuals and families.

Pittsburgh Headquarters

  • Mailing Address
    555 Grant Street, Suite 380
    Pittsburgh, PA 15219-4421
  • GPS Address
    530 William Penn Place
    Pittsburgh, PA 15219
  • Phone: 412.471.5320
  • Fax: 412.471.4563

Ohio Office

  • 3560 W Market Street
  • Suite 215
  • Fairlawn OH 44333
  • Phone: 330.664.9500
  • Fax: 330.576.3448

Florida Office:

  • 1020 8th Avenue S
  • Suite 5
  • Naples, FL 34102
  • Phone: (239) 427-4915
  • Fax: (412) 471-4563

South Carolina Office:

  • 130 S. Main Street
  • Suite 500
  • Greenville, SC  29601
  • Phone: (864) 558-8885
  • Fax: (330) 576-3448

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