Cooke Wealth Management

Newport Beach, California - United States

Phone: 949-724-3880
Email: Contact Us
Cooke Wealth Management
Cooke Wealth Management offers wealth management from a Biblical Perspective - planning, investing and wealth transfer that helps the client use money to pursue God's unique purpose for their lives. They provide services that help the client avoid costly financial mistakes, fulfill their priorities, and experience more financial confidence and contentment. At Cooke Wealth Management we are more than traditional wealth managers, instead we act as wealth advocates for our clients. This means that our financial advisors actively look out for their clients best interests, with a clear focus on helping them grow and preserve wealth. VALUES - We believe our clients and success come from God and are determined to live and conduct our business based on the revealed truths found in the Bible and the following values. People are important and deserve the RESPECT, care and service that comes from believing every relationship is a privilege. Character and INTEGRITY demand we provide excellent, fair, objective advice and strive for transparency, moral fortitude and consistency in our personal and professional lives. We seek to apply WISDOM – the discernment and application of truth, competence and good judgment to life – garnered from years of experience, study of God’s word and patience. Apart from Jesus CHRIST we can do nothing of lasting value. Therefore we are people of prayer who express our faith through love.