You may be looking for help from a wealth advisor for a number of reasons – you’re buying a new home, you’re planning for retirement or your children’s education, or you simply don’t have the time or expertise to get your finances in order. We recommend asking any potential advisor the following questions. We’ve provided our answers; does our style and approach fit your needs?
Do you know where all your assets are? Do you know what they're worth? If you want to know, you can. View a demo of the Cook Wealth Management System.