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

RECENT RESOURCES

Smart Year-End Tax Moves for High-Income Families

November 12, 2025
In this article, we’ll explore… Maximizing Retirement Contributions: How fully funding 401(k), IRA, and Roth accounts before year-end can ...
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The Ultimate Guide to Tax Loss Harvesting

August 11, 2025
In this article, we’ll explore… Tax Loss Harvesting Fundamentals: How selling securities at a loss to offset gains can ...
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2025 Mid-Year Market Update

July 25, 2025
Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax ...
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The Great Reversion: Is the Mega-Cap Era Ending?

June 30, 2025
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, ...
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Enhance Your Direct Indexing Strategy: 5 Ways a High Active Share Momentum Manager Complements Your Approach

June 5, 2025
In this article, we’ll explore… Direct Indexing’s Prominence in 2025: It’s a leading trend in Wealth Management, with ...
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Annual Market Review & Outlook Webinar

January 25, 2025
Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax ...
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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