A financial life built on purpose
Wealth Planning and Investment Management for Individuals and Families
- Retire on Your Terms
- Live With Purpose
- Spend With Confidence
Are you concerned about your financial future?
For decades, you’ve worked hard to build wealth and prepare for your future, but you still wonder…
· Will I be able to maintain my current lifestyle?
· Am I missing out on investment opportunities?
· What if something unexpected happens to my health, relationships, or the economy?
· Is the right person helping me manage my wealth?
A wealth advisor to guide you through
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You’ve worked hard for decades. Now, you deserve to enjoy your retirement years to the fullest, knowing your wealth is taken care of. It’s time to partner with a wealth advisor who cares as much about your financial future as you do.
Reassured by your personalized plan
Your priorities and opportunities are unique, and so is the plan you develop with your wealth advisor.
Prepared for your next stages of life
You’ll have a trusted guide to walk alongside you through every stage of retirement life.
Proud of your financial legacy
Managing your wealth allows you to leave a lasting impact on the people, and causes, that you love.
At CooperDavis, we understand wealth and you.
You shouldn’t have to become an expert in finances to feel secure. That’s our job. Since 2003, our advisors have developed personalized wealth plans using our 8-pillar framework.
Financial Experience
Highly-trained advisors who get results
Your current advisor may have been great when you just started investing, but is the complexity of your financial situation more than they can handle now? You’ve worked too hard to leave your finances to chance or inexperience. You need a wealth advisor you can trust.
Purpose-Driven Plans
A comprehensive plan made and managed just for you.
We don’t use a cookie-cutter approach. We’ll customize your wealth plan to match your goals. Do you want to buy a winter condo, write tuition checks for grandkids, take trips of a lifetime, or support a charity? We’ll create a plan that helps you pursue your goals.
Personal Attention
We know you by name and your goals by heart.
CooperDavis is an intentionally small firm. The only way we can truly know you, focus on your goals, and proactively manage your wealth is to limit the number of clients we work with.
Trusted Wealth Advisors Since 2003
200+ Confident Clients
Wealth management doesn’t have to be complicated
Stop worrying about your financial future.
Start living with confidence.
1. Meet with your financial advisor
This complimentary conversation will help both of us decide if your needs and our services are a good fit.
2. CREATE your PLAN
Together, we’ll create a customized wealth plan and investment strategy that will evolve as you do.
3. LIVE with confidence
Finally, you’ll experience the confidence that comes from a financial life built on purpose. When questions come up, you’ll have an attentive specialist to guide you.
Why shouldn’t I manage my own wealth?
Creating a strategic plan to manage your wealth is complicated. All the tools, lingo and laws are confusing. Plus, managing your own wealth takes a combination of financial knowledge, interest, and time (a lot of time)!
You shouldn’t have to become an expert to know your financial future is secure.
The wealth advisors at CooperDavis are not just experienced wealth planners and investment managers, they are also experts in relationships. We do more than just “manage your account.” We serve as your financial guide and are available to you every step of the journey. We want to see you, and your family, succeed. That is why we manage your wealth just as carefully as we would if it were our own hard-earned money.