Edgewater CPA Group has been providing financial solutions and support to small businesses, non-profits, service industries, product-based companies, and more since 2008. Our accounting services allow business owners to spend more time building and managing their business and less time on financial distractions. With virtual accounting services, custom financial plans, and easy-to-access client portals, managing your business's finances has never been easier. Not only will we set you up for success in the present, but we will also provide helpful tips for future success. Contact us to schedule your free initial consultation today.
Gallagher is a global leader in insurance, risk management and consulting services. For over 90 years, we've been providing solutions by putting the needs of our clients first through The Gallagher Way.
Our mission is to help empower our clients to focus on what truly matters; Family, Friends, Dreams and Making Memories. Some of our clients use us simply because they choose to spend time elsewhere and let us help handle the financial side. Others come to us because they need and want the guidance of someone who has studied and practiced financial strategies for years. While having an investment plan is vital, our approach ensures that all aspects of your finances work together to serve you in the best possible way. Whatever your reason, let us help you focus on the things in life that are truly important.
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.
Cooke Financial Group specializes in comprehensive wealth management for individuals, families, business owners, executives, and institutions. Our team provides personalized financial planning and investment management tailored to each client’s goals, circumstances, and priorities. We work with clients to coordinate the many financial decisions that come with building, protecting, and transitioning wealth. Our approach can include investment management, retirement planning, estate planning, tax planning, philanthropic strategies, and multigenerational wealth planning. Our goal is to help clients make informed decisions, navigate complexity, and plan for what matters most. We build long-term relationships and serve as a trusted resource as our clients’ financial lives evolve. - Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Cooke Financial Group, LLC is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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Precedent Financial Strategies is an investment advisor to high income clients, managing family wealth through diversified asset portfolios, tax strategies, and estate planning.
