Service and capabilities.

Cooke Financial Group offers comprehensive financial services including investment management, retirement planning, tax-efficient strategies, estate planning, personalized wealth advisory solutions, and many more. Our goal is to help clients grow, protect, and transfer wealth efficiently.

Explore our full list of services for Private Wealth clients here, and see everything available to Institutional Investors here.

Bottom Line: We provide tailored wealth management services to help you grow, protect, and plan your financial future.

Our award winning wealth management team works closely with you to understand your financial objectives, risk tolerance, and timeline. We create customized strategies that include investing, retirement planning, tax optimization, and estate planning to help you achieve both short-term and long-term goals.

Bottom Line: We create personalized strategies to help you reach your financial goals with confidence.

Yes, we act as fiduciary wealth advisors, which means we are legally required to put your best interests first. Acting as a fiduciary means we provide advice that is objective, transparent, and free from conflicts of interest. This fiduciary standard is at the core of how we serve our clients, ensuring that every recommendation we make is designed to help you achieve your financial goals. Our commitment to integrity and doing what’s right guides every step of the relationship.

Bottom Line: Yes, we act as fiduciaries and put your best interests first.

We provide tailored investment guidance covering portfolio construction, asset allocation, risk management, alternative investments, and ongoing performance monitoring. Our advisors help you make informed decisions aligned with your financial goals and market conditions.

Bottom Line: Our investment guidance is customized to your goals and risk profile to maximize long-term success.

Our services include retirement planning strategies to ensure you have a secure income in retirement, as well as estate planning to protect and transfer your wealth efficiently. We coordinate with your legal and tax professionals to create a cohesive, long-term plan.

Bottom Line: We help you plan for retirement and protect your legacy with coordinated, long-term strategies.

We combine personalized attention, multigenerational expertise, and a comprehensive approach to financial planning. Our focus is on transparent communication, evidence-based strategies, and delivering solutions that align with your unique goals, setting us apart from typical wealth advisors.

Bottom Line: We take a personalized, transparent, and comprehensive approach to help clients reach their financial goals and build lasting relationships across generations.

We coordinate with your accountants, attorneys, and other financial professionals to ensure a cohesive strategy. By collaborating across disciplines, we make sure your wealth management plan aligns with your overall financial picture.

Bottom Line: Our services work seamlessly with your existing advisors to keep your financial strategy coordinated.

Yes, we tailor our wealth management and financial planning services to your unique circumstances, whether it’s managing a business, an inheritance, or complex tax situations. Our approach is flexible to meet your specific needs.

Bottom Line: We customize solutions to fit unique financial situations and client goals.

We provide continuous guidance through regular portfolio reviews, timely market updates, and engaging client education events. Our proactive communication keeps your financial plan aligned with your goals over time.

Bottom Line: We provide ongoing support to keep your financial plan aligned with your goals.

Sanctuary Wealth is a hybrid financial firm defined by its unique open platform, Partnered Independence℠.

The Cooke Financial Group was the inaugural team within their knowledgeable network of advisors who, like us, knew that independence was the best option for their team and their clients.

Through Partnered Independence℠, we’ve gained: the freedom, flexibility, and control of an independent fiduciary, the support systems we need to keep our focus on our clients, and gained access to the leading specialists and resources we need to deliver a comprehensive wealth management experience.

Bottom Line: Cooke Financial Group is an independent wealth advisory firm and the first partner firm to join Sanctuary Wealth.

The company we rely on most for custodial services is BNY Mellon’s Pershing. Pershing is a subsidiary of BNY Mellon and has nearly $1.9 trillion in assets under administration.

We also partner with Fidelity Institutional, who has $3.7 trillion in client assets, and Charles Schwab, who has over $3.6 trillion in total client assets.

Bottom Line: The main custodian Cooke Financial Group uses is Pershing. We also use Fidelity Institutional and Charles Schwab.