Experienced guidance – more confident investing

Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier. I can provide you with investment services and guidance that make the most sense for you and your family. I’ll also be there to help you each step of the way as you pursue your personal financial goals.

Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier.


I can provide you with investment services and guidance that make the most sense for you and your family. I’ll also be there to help you each step of the way as you pursue your personal financial goals. 

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.
steve-cook
Steve Cook, CFP®, CIM®, FCSI®
Branch Manager, Wealth Advisor
Karen swanson
Karen Swanson
Associate Wealth Advisor
Cindy White
Cindy White
Administrative Assistant

Cochrane Wealth Management

Cochrane Wealth Management is a team of investment management and insurance professionals who provide our clients with quality financial advice and an uncompromising level of exceptional service. Our objective is to meet the unique needs of executives, professionals, and high-net-worth families by protecting and expanding our clients’ financial portfolios through customized portfolio management and tax planning. We strive to reach new heights of excellence by providing support, information, services, products and proven resolutions to complex issues so our clients can maintain their successful careers, activities and personal interests. We are financial professionals who ensure strategies are implemented and results are achieved.

We take great pride in building long lasting relationships with our clients and work diligently to address their financial affairs with our broad experience and our devotion to a high level of personal service.

We believe our approach will provide our clients with all of the necessary resources and advice needed to navigate today’s financial marketplace.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.
Business men shaking hands

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
Business meeting with two men

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.
Woman holding a newspaper and a coffee

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.
Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte