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You’ve worked hard to get to where you are in life.

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.

At CooksonPeirce, this is our commitment to you as a private wealth client.

Constant access to your advisor. So you know where you stand. So you can get answers to your questions. Right away.

Experience that matters

Since 1984, our highly experienced financial advisors have been developing and executing comprehensive wealth management plans for affluent individuals and families.

From investment management and financial planning to taxes, insurance, estates and budgeting.

Each chapter in life can impact your financial future.

Our advisors get to know you and your individual situation.

We customize a plan that fits you, and we change and adjust that plan as your life changes.

Our advisors get to know you and your individual situation.

Learn more about our Private Wealth Services