Your trusted partner for comprehensive financial planning and wealth management in Raleigh.
Cerity Partners is a premier financial advisory and accounting firm based in Raleigh, NC, dedicated to providing personalized financial solutions for individuals, families, and business owners. With a focus on integrity and client-centric service, the team offers expert guidance on investment portfolios, tax planning, business decisions, and long-term financial goals. Known for their responsiveness and attention to detail, Cerity Partners builds lasting relationships by delivering tailored advice and exceptional customer care to help clients achieve financial security and success.
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4101 Lake Boone Trail # 200, Raleigh, NC 27607, USA
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Personalized investment portfolio management and long-term financial planning tailored to your goals.
Comprehensive tax preparation, deductions review, and strategic tax planning to maximize savings.
Guidance on business decisions, contract reviews, and financial strategies for small businesses and partners.
Expert advice on retirement savings, asset allocation, and cash flow management for future security.
Assistance with estate management and financial legacy planning to protect your assets and family.
Overall rating
JEFF FISCHER
Have worked with Cook Wealth over 15 years and never have been disappointed! Very professional and knowledgeable and they take time to discuss your financial goals. Would strongly recommend to those looking for sound financial advice along with attention to detail.
Sunit Harris
I have been a client with Cook Wealth for nearly 2 years, and they are absolutely excellent and outstanding in terms of serving as my financial advisors and accountants. Mike Holloway and Zach Carver are amazing and great to work with, and they have guided me in not only building up a financial portfolio with investment accounts, but also helped me in terms of multiple financial and business decisions, including becoming a partner with my current company and reviewing contracts, as well as advice and guidance on the home buying process as well. Zach Carver is a great accountant and has worked with me on always reviewing any possible tax deductions and trying to put me in the best possible financial situation in regards to tax savings and deductions, including in money directly involved in my investment accounts, and making the best choices for tax purposes. I utilize Cook Wealth for tax services and doing my tax returns, and they are efficient in terms of getting my taxes done early, as well as accurate to make sure I am not overpaying but all tax information is detailed correctly. Mike and his team have always looked at both short and long-term financial goals, including balance of cash assets vs investment assets, and they are always willing to take time, whether meeting in person or virtually, to answer any questions that I might have. They are always well organized, and make note to set reminders for important dates for any financial decisions or deadlines that are coming up during the year. Mike, Zach, and the Cook Wealth team are always willing to help and offer guidance, and even take time outside of business hours to make sure they are answering questions quickly and effectively. They even go above and beyond and offer insight and advice when I ask about family members’ financial situations and any advice or next steps. My Cook Wealth team has now expanded to include Seth Large, Hunter Houser, and Leanna Pierce, all of whom have been excellent in taking care of any financial advising needs that I have had this past year. Cook Wealth is an exceptional financial advising and accounting firm, and I can personally say they are always willing to offer excellent financial advice and customer service with utmost integrity. I hope that myself and my family will be their client for years to come!
Jenny Bodnar
Cook Wealth cares individually about their clients and the care we have received is unparalleled! They have made it so easy for us to manage our finances and plan for the life we want to be living with the priorities we care about. They don't seem to bring their own agenda but really listen and give tailored advice based on what we want. We have worked with Jason and his team as well as some of the tax folks and have been so pleased. Highly recommend!
William Sollecito
Everyone at Cook wealth is very knowledgeable and understanding of our financial goals - they are also very patient and able to explain various financial concepts to us with greatest patience. Most important they have established a high level of trust from us that they have our best interests in mind, always!
T H
Working with Cook Wealth has been the blessing I was searching for, as a small business owner and financially responsible individual. Before finding them, I had gone through 3 rounds of trying to find a CPA and a Financial Advisor that would both help us operate a sound small business and on the personal side, help us navigate toward our goals. Elliott Williams has been patient, responsive, and so easy to work with! He's knowledgeable and listens to his clients, providing guidance that leaves us feeling confident and heard, rather than confused and uncertain. I really cannot say enough about how glad we are to have found this firm!
