A Holistic Approach.
We’ve got you covered
A Holistic Approach.
We’ve got you covered
With decades of experience and multiple professional designations, the client advisors at CooksonPeirce offer a full slate of services to help you secure your financial future.
Private Wealth Services
Wealth Management:
- Disciplined investment management and financial planning
- Based on hard data and analytics, not emotions or gut feelings
- Focused on where you want to end up
- Customized for your particular needs and aspirations
Direct Investment:
- No outside money managers
- In-house equity selection process
- Based on the firm’s proprietary, time-tested approach to investment management
Constant Access and Engagement:
- Proactive quarterly reviews
- Direct access to your client advisor
- An annual face-to-face meeting
- Exclusive client events
Transparent Reporting:
- Plans fed with live data
- Accessible 24 hours a day, seven days a week