Cooke & Wealth Management

Cooke Wealth Management is an independent wealth management firm located in Irvine, California, dedicated to providing personalized investment management and financial planning services to families in Orange County and Southern California. With over 40 years of combined industry experience, they are committed to helping clients achieve their financial goals through tailored strategies and a fiduciary standard of care.

The firm emphasizes a biblical perspective in their approach, focusing on customized financial plans that empower clients to navigate their finances confidently. By serving over 100 families and managing more than $100 million in assets, Cooke Wealth Management aims to guide clients through critical financial decisions and wealth transfer, ensuring a secure future for their families.

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