Financial success brings new complexities and demands even greater responsibility to grow and manage your wealth. Since 1981, Cooper/Haims has been committed to keeping our clients focused on their future. You deserve objective, independent financial advice that's motivated by your needs. At Cooper/Haims, we share that view.
It's an approach that mirrors our philosophy and shapes every decision we make. That's why we choose to do business as a fee-based advisor, and have been doing business this way since well before fee-based asset and client management became the preferred method of wealth management. As a Registered Investment Advisor, we are honor-bound and legally required to put your interests first.
It's an approach that mirrors our philosophy and shapes every decision we make. That's why we choose to do business as a fee-based advisor, and have been doing business this way since well before fee-based asset and client management became the preferred method of wealth management. As a Registered Investment Advisor, we are honor-bound and legally required to put your interests first.
Services
Your financial choices impact many other decisions. We offer a comprehensive array of holistic financial services specifically designed to meet your needs. Our Investment approach highlights the complex tradeoffs each investor must make between risk, return, tax efficiency, time horizon, cash needs and the personal circumstances that are unique to each client.
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