We are a Carolinas-based advisory firm helping dentists build and manage wealth through all the stages of their life. Our Carolinas-based advisory firm is committed to helping individuals and families achieve their financial and life goals. We work with employers throughout the Carolinas to select the right retirement plan for themselves and their employees.
As a dentist with an independent practice, your personal wealth is closely tied to your business. This makes managing your finances more complicated-and even more crucial. Yet you may lack the time or desire to oversee such financial planning. If you decide to work with a professional, then you face a new predicament: finding a wealth advisor with expertise in the issues specific to dentists.
From Day 1, our advisory firm has helped dental professionals and their families make confident decisions about their financial direction. From our offices in Goldsboro, N.C., and Wilmington, N.C., we provide wealth management services with a level of personalization that only a boutique firm can offer.
As a dentist with an independent practice, your personal wealth is closely tied to your business. This makes managing your finances more complicated-and even more crucial. Yet you may lack the time or desire to oversee such financial planning. If you decide to work with a professional, then you face a new predicament: finding a wealth advisor with expertise in the issues specific to dentists.
From Day 1, our advisory firm has helped dental professionals and their families make confident decisions about their financial direction. From our offices in Goldsboro, N.C., and Wilmington, N.C., we provide wealth management services with a level of personalization that only a boutique firm can offer.
Services
We provide the collective perspective of a team, rather than just one individual's advice, in achieving your goals.
Your team will be led by a CERTIFIED FINANCIAL PLANNER professional, who will coordinate with other professionals in evaluating all aspects of your finances-including CPAs, disability and life insurance specialists, estate attorneys, and practice management consultants.
Because we were founded to help dentists achieve financial security, we strive to partner with professionals who also have expertise in the dental industry.
Your team will be led by a CERTIFIED FINANCIAL PLANNER professional, who will coordinate with other professionals in evaluating all aspects of your finances-including CPAs, disability and life insurance specialists, estate attorneys, and practice management consultants.
Because we were founded to help dentists achieve financial security, we strive to partner with professionals who also have expertise in the dental industry.
In the first five years as a dentist, you face unique challenges, from paying off student debt to starting a practice.
We help you build a strong foundation with a financial plan that is evaluated and updated regularly to stay in sync with changes in laws, tax codes, and your life.
By helping to provide a solid framework on which to build, we free you to put your energy toward your emerging career and enjoy the experiences important to you and your family.
We help you build a strong foundation with a financial plan that is evaluated and updated regularly to stay in sync with changes in laws, tax codes, and your life.
By helping to provide a solid framework on which to build, we free you to put your energy toward your emerging career and enjoy the experiences important to you and your family.
Whether you are starting out in your career or getting ready to retire, you have specialized financial planning needs as a dentist.
Since our founding, we have been helping dentists like you achieve your financial goals for your practice and personal life.
We take a comprehensive approach to financial planning and investment management, providing solutions that help simplify wealth and add clarity to your direction.
We take a team approach to achieving your financial and investment goals, coordinating with other professionals in implementing your financial plan.
Since our founding, we have been helping dentists like you achieve your financial goals for your practice and personal life.
We take a comprehensive approach to financial planning and investment management, providing solutions that help simplify wealth and add clarity to your direction.
We take a team approach to achieving your financial and investment goals, coordinating with other professionals in implementing your financial plan.
Our founder, Charles Cooke, CFP(R), knows well the issues that dentists face in balancing career and family.
As the son of a dentist, he witnessed firsthand his father's struggle to coordinate business and personal wealth.
As a financial planner and CERTIFIED FINANCIAL PLANNER professional, Charlie made it his mission to provide financial planning for dentists, and founded Cooke Capital to do precisely that.
From our offices in Goldsboro and Wilmington, N.C., our advisory firm guides dentists through all the stages of their career.
As the son of a dentist, he witnessed firsthand his father's struggle to coordinate business and personal wealth.
As a financial planner and CERTIFIED FINANCIAL PLANNER professional, Charlie made it his mission to provide financial planning for dentists, and founded Cooke Capital to do precisely that.
From our offices in Goldsboro and Wilmington, N.C., our advisory firm guides dentists through all the stages of their career.
You have been in practice for a while, and you are inevitably busy with career and family.
You may have been so focused on the day-to-day that your financial plan needs updating-or perhaps you never started one.
Either way, we will help you refocus and craft a plan that fits with your current and future needs, including retirement, selling or phasing out your practice, managing your risk, and sending your kids to college.
With a strategic financial and investment plan in place, we help you get-and stay-on the right path.
You may have been so focused on the day-to-day that your financial plan needs updating-or perhaps you never started one.
Either way, we will help you refocus and craft a plan that fits with your current and future needs, including retirement, selling or phasing out your practice, managing your risk, and sending your kids to college.
With a strategic financial and investment plan in place, we help you get-and stay-on the right path.
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