Wilmington, NC

Charles R. Cooke is a wealth manager at Cooke Capital, LLC. He focuses on providing wealth management solutions to dentists in North Carolina. Together with his partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, helping to protect their assets, and charitable giving.

Charles founded Cooke Capital in 2006 and he uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments.

At Cooke Capital, they take great care in assembling a team of financial experts that work in concert so all the important facets of your financial life are addressed. With this approach, everyone is working together as an aligned, congruent team.

Email: ccooke@cookecapital.com

Telephone: 919-417-7005

Website: www.cookecapital.com

Securities offered through The Strategic Financial Alliance (SFA), a registered broker-dealer, member FINRA, SIPC. Financial planning services offered through Acorn Financial Advisory Services, Inc. (AFAS), a registered investment adviser. Certain professionals of Acorn Financial Services (AFS) are representatives of SFA, which is otherwise unaffiliated with AFS and AFAS.

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