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Money matters. Your Money Matters More: Creating personalized portfolios in Oak Harbor

Work with the financial professionals you know at Cook Wealth Management on Whidbey Island

By Cook Wealth Management • March 16, 2020 6:00 am
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The team at Cook Wealth Management: advisors Darin (left) and London Cook and administrative assistant Chelsea Ceasar, are ready to help you achieve your financial goals. You can find them right in Oak Harbor.
The team at Cook Wealth Management: advisors Darin (left) and London Cook and administrative assistant Chelsea Ceasar, are ready to help you achieve your financial goals. You can find them right in Oak Harbor.

When looking for the right people to help plan your financial future, whether it’s selecting investments, guiding you into retirement, or help with managing your tax burden, it’s important to feel confident in your advisor’s knowledge and experience.

Darin and London Cook of Cook Wealth Management are those people. Both are 20 year residents of Whidbey Island with strong community ties. Darin brings more than 30 years of experience in the industry and London, who recently joined the firm, contributes a fresh perspective to a rapidly evolving financial landscape. To add to the team, Chelsea Ceasar, a life-long Oak Harbor resident, has provided indispensable administrative support to Cook Wealth Management for more than 10 years. They state “we help our clients understand risk and how to build a portfolio that matches their personalized objectives.”

Educating clients and creating a customized plan

For Darin and London, it’s important to share their knowledge of the financial markets so that clients can feel more comfortable with the investment process. “We help our clients understand the risks of investments. That way we can build a portfolio that matches your risk tolerance and objectives and helps you pursue your goals,” Darin explains.

“Ours is a very relationship-driven business that requires us to know your current situation and where you’d like to be in 10, 20, 30 years or more,” London adds. “We listen closely to our clients and create highly tailored, individualized portfolios instead of relying on model portfolios and other cookie-cutter solutions.”

New or experienced investors, there’s help in Oak Harbor

Whether you’re completely new to investing or have been investing for years, the associates at Cook Wealth Management can help. Their clients come from all walks of life but all share the common goal of wanting to prepare for the future. Furthermore, Cook Wealth Management’s partnership with Seattle-based KMS Financial Services for operational and compliance oversight adds even more administrative expertise to your investing experience.

Getting you thinking long term

Few people have the time or expertise to successfully do their own stock trading or investing, Darin says. “If successful investing were easy, everyone would be doing it,” he notes. “It’s not easy to see your money go down in value because of a virus you don’t understand, or a crisis in the Middle East, or a recession. We help clients see the big picture and think longer term.”

Looking to create a socially responsible portfolio?

More people are inquiring about Socially Responsible investing, so we make sure investors know exactly where their money is working for them,” London says. “We’re able to track companies that some investors may have moral qualms with, and we have access to pretty much every mutual fund family, including Socially Responsible funds. It’s about creating an individualized portfolio that matches our clients’ thoughts and beliefs.”

Contact Cook Wealth Management online for a complimentary consultation or call directly to 360-682-5955.

“SECURITIES AND ADVISORY SERVICES OFFERED BY CERTAIN ASSOCIATES THROUGH KMS FINANCIAL SERVICES, INC. MEMBER FINRA/SIPC AND AN SEC REGISTERED INVESTMENT ADVISER. COOK WEALTH MANAGEMENT AND KMS ARE SEPARATE AND UNAFFILIATED. COOK WEALTH MANAGEMENT IS NOT A REGISTERED INVESTMENT ADVISOR OR BROKER-DEALER.”

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