CooksonPeirce Wealth Management

CooksonPeirce is a boutique money manager with a unique story and a great track record. The firm is a Pittsburgh, PA, based firm, started in 1984, with branches in Akron, Ohio and Naples, FL, and works with clients across the country. We at CooksonPeirce pride ourselves in having an industry low client-to-advisor ratio so we can offer proactive service and advice.

At CooksonPeirce, all of our money management is manufactured in-house utilizing a proprietary investment selection methodology that predates the inception of the firm. We attempt to neutralize the uncertainty of the markets through comprehensive financial planning paired with a proprietary investment selection methodology. We offer customized portfolios of individual stocks and bonds utilizing a quantitative process based on time-tested investing factors, including relative strength and momentum.

Additional information on our firm and team of professionals can be found at our website www.cooksonpeirce.com.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

3560 West Market Street, Suite 215 Akron, OH 44333 Phone: (330) 664-9500