Cooke Wealth Management LLC
VerifiedMoney and Financial Services
18881 Von Karman Ave, Suite 1420, Irvine, CA, United States 92612
Cooke Wealth Management LLC
VerifiedMoney and Financial Services18881 Von Karman Ave, Suite 1420, Irvine, CA, United States 92612
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Business Rating & Reviews
About Financial Planning Advisor Orange County
Cooke Wealth Management, LLC is your trusted partner for comprehensive financial management service in Orange County. Our experienced financial planning advisor is dedicated to helping you achieve your financial aspirations. We provide personalized strategies, from retirement planning to investment management, tailored to your unique goals.
Services Provided
Business Profile
Business Category:
Financial planner
Additional Categories:
- Investment service
- Sunday: Closed
- Monday: 9:00 AM to 5:30 PM
- Tuesday: 9:00 AM to 5:30 PM
- Wednesday: 9:00 AM to 5:30 PM
- Thursday: 9:00 AM to 5:30 PM
- Friday: 9:00 AM to 5:30 PM
- Saturday: Closed
Hours of Operation
- Washroom
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Wheelchair Accessible Restroom Available
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Restroom Available
Cooke Wealth Management LLC
VerifiedMoney and Financial Services18881 Von Karman Ave, Suite 1420, Irvine, CA, United States 92612
Cooke Wealth Management LLC
VerifiedMoney and Financial Services18881 Von Karman Ave, Suite 1420, Irvine, CA, United States 92612
Cooke Wealth Management LLC
VerifiedMoney and Financial Services18881 Von Karman Ave, Suite 1420, Irvine, CA, United States 92612
Cooke Wealth Management LLC
VerifiedMoney and Financial Services18881 Von Karman Ave, Suite 1420, Irvine, CA, United States 92612
Cooke Wealth Management LLC
VerifiedMoney and Financial Services18881 Von Karman Ave, Suite 1420, Irvine, CA, United States 92612
Questions & Answers
Q: Do You Consider Tax-Efficient Strategies And Estate Planning In Your Custom Financial Plans?
At Cooke Wealth Management, we place a strong emphasis on creating comprehensive and customized financial plans that incorporate tax-efficient strategies and estate planning. Here's how we approach these critical aspects: 1. Tax-Efficient Strategies: - Tax-Efficient Investments: We carefully select investments and asset allocation strategies to help minimize tax liabilities. This includes considering tax-efficient funds and investment vehicles. - Tax-Loss Harvesting: We actively manage investments to harvest tax losses, which can offset capital gains and reduce taxable income. - Asset Location: We strategically allocate assets across taxable and tax-advantaged accounts to optimize tax efficiency. - Roth Conversions: We evaluate opportunities for Roth IRA conversions, which can provide tax-free growth and withdrawals in retirement. 2. Estate Planning: - Wills and Trusts: We work with clients to create wills and trusts that reflect their wishes for the distribution of assets and provide for their loved ones. - Beneficiary Designations: We review and update beneficiary designations on accounts to ensure assets pass smoothly to the intended recipients. - Minimizing Estate Taxes: We employ strategies to help minimize estate taxes, such as gifting, establishing trusts, and utilizing applicable tax credits. - Legacy Planning: We assist clients in establishing a legacy plan that aligns with their values and long-term goals for their wealth. 3. Coordination with Professionals: - We collaborate with tax professionals and estate planning attorneys to ensure that all aspects of a client's financial plan work together cohesively. 4. Continual Monitoring and Adjustments: - We regularly review and update financial plans to adapt to changes in tax laws, financial goals, and personal circumstances. By integrating tax-efficient strategies and estate planning into our custom financial plans, we aim to maximize the long-term financial well-being of our clients and help them achieve their financial objectives. This holistic approach reflects our commitment to providing comprehensive and tailored financial advisory services.
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- 3 months ago
Q: Is There Flexibility To Adjust The Retirement Plan As My Financial Situation Changes?
Because we know things happen, your plan is intentionally built with flexibility in mind. Whether it's a change to your circumstances, health, goals, assets, or economic conditions, reviewing your plan is essential to your success, and we're in this with you. Regular annual meetings aim to revisit your plan, address your questions, and help you make adjustments when they needed.
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- 2 weeks ago
Reviews for Cooke Wealth Management, LLC
| 3 Reviews
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Audrey Amoo
For a finance fanatic like me, I'll always recommend Cooke! They give the bestie vibes while maintaining professionalism and top-notch services.
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Rafael Molina
First Class service!
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Robert DelBuono
I have had the pleasure of working with the Cooke Wealth Management team for over a year now and would strongly recommend their services to anyone looking for wholistic wealth management and financial planning help.
