CooksonPeirce Wealth Management

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Hands-on wealth management
for high-net-worth households

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INSTITUTIONAL ASSET MANAGERS

Meet ActivePassive.

Your “DIRECT INDEXING WITH SATELLITES” solution

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PLAN WITH CONFIDENCE

Live your best life, leave a lasting legacy.

IN-DEPTH
ANALYSIS

PERSONALIZED TAX STRATEGY

EASY TO FOLLOW RETIREMENT PLAN

certified financial planning

Three Ways We Do Investments Different

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

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.

Investors Are Not.

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

Trends Tend To Last

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

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Cookson Peirce

By the numbers

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Cookson Peirce

Over 40 years of experience. Since our inception, we’ve been committed to generating alpha through disciplined, emotion-free investing, rooted in proprietary mathematical models.

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Assets Under Management

Managing $2.2 billion for over 900 client households, we deliver tailored wealth solutions with a focus on outperforming the market.

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States with Clients

From Pittsburgh to Naples, our reach spans 42 states, delivering bold investment strategies to clients nationwide.

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Advisors

With an average of 75 clients per advisor, our team provides high-touch, customized service to ensure your wealth works harder.

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Clients per Advisor

We have 75 clients per advisor, meaning each advisor can provide personalized attention while still maintaining a strong, diverse client base.

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Client Households

Serving clients across 42 states, from medical professionals to retirees, we craft personalized strategies for diverse financial goals.

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Office Locations

Headquartered in Pittsburgh, PA, with offices in Akron, OH, Greenville, SC and Naples, FL, we’re positioned to serve you wherever you are.

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Investment Strategies

From growth to value, income to quality we have a strategy to handle every situation.

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

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 →

DOT-COM VS AI: WHAT’S REALLY DIFFERENT THIS TIME?

February 2, 2026
In this 9-minute conversation, CooksonPeirce Co-Chairmen Dan and Bruce reflect on their experience navigating the late-1990s tech boom ...
Read More →

Annual Market Review & Outlook Webinar

January 29, 2026
Materials discussed are meant for informational purposes only, not to be construed as investment, tax or legal advice. ...
Read More →

Cybersecurity Webinar—Protecting Yourself Online

December 22, 2025
With the holiday season upon us, Cyber security threats are becoming more frequent. Over the past year, we’ve ...
Read More →

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 ...
Read More →

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 ...
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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