Home Wealth Advisor Sanctuary Wealth Partners' Chris and Brian Cooke of Cooke Financial Group Named to Forbes List of Top Wealth …

Sanctuary Wealth Partners' Chris and Brian Cooke of Cooke Financial Group Named to Forbes List of Top Wealth …

9 min read

INDIANAPOLIS–(BUSINESS WIRE)–Sanctuary Wealth Partners is pleased to announce that Chris and Brian
Cooke of Cooke Financial Group have both been named to the Forbes’ 2018
Top 250 Wealth Advisors, a ranking of the best financial advisors in the
United States.

The Forbes’ 2018 list of top wealth advisors includes 250 advisors
across the nation selected from more than 25,000 nominations by SHOOK
Research. While this is the first year that the Cooke brothers have been
nominated to the list, Brian and Chris Cooke were the only two advisors
from Indiana included in the ranking this year. (The full list can be
viewed here.)

Chris and Brian Cooke are Principals and Senior Institutional
Consultants at Cooke Financial Group. They oversaw the Cooke Financial
Group merger with the Noyes Group, LLC in 2016, thus laying the
groundwork for the formation of Sanctuary Wealth Partners, of which the
Cooke Financial Group was the inaugural partner team. The brothers
currently also serve as Board Members of Sanctuary Wealth Partners.

Jim Dickson, President and Founder of Sanctuary Wealth Partners, proudly
states, “We congratulate Chris and Brian Cooke for their recognition by
Forbes, which we believe is both well-deserved and well-earned. Chris
and Brian are leading the way by example, helping us all aspire for
better. Their exemplary values, unwavering dedication to building and
preserving client wealth, and philosophy of putting clients first has
helped raise the bar for service in our industry.”

Cooke Financial Group provides holistic financial planning, professional
investment, and wealth management consulting services for individuals
and their families, as well as for nonprofit organizations,
corporations, retirement plans, and trusts. It is through the Sanctuary
network that the Cooke Financial Group pioneered the concept of
Partnered IndependenceSM by providing like-minded independent
advisors open-architecture access to best-in-class investments,
resources, and operational support.

“We feel very privileged to be named among the nation’s top financial
advisors,” says Brian Cooke. “Each day we show up with one goal in mind
— helping our clients succeed financially. Not only are we deeply
honored to be recognized for doing what we love to do, but humbled too.
Our business was built on putting clients first. We are a
second-generation family business that considers clients to be part of
our extended family. We are dedicated to the success of every client and
that is a commitment we have lived by every day for almost 50 years.”

Chris Cooke expresses his appreciation, as well, saying, “We are
tremendously honored by this recognition from Forbes because we believe
it establishes not just Cooke Financial Group as a leading family office
practice — but Sanctuary as one of the leading Advisor-led firms in the
country. Partnered Independence has many advantages. Through the
Sanctuary network, Advisors have more options available to help their
clients realize their investment goals by providing services that are
more customized and diverse than might be available through a
traditional wirehouse. The cornerstone of Sanctuary Wealth Partners is
taking pride in supporting an independent approach that focuses on what
comes first, the client.”

About Sanctuary Wealth Partners

Sanctuary Wealth Partners brings together an elite group of wealth
Advisors, selected for their experience, impressive compliance and
performance records. These talented, highly experienced Advisors operate
with their clients’ best interests as their primary focus. Partnered
IndependenceSM ensures them comprehensive support in all
aspects of serving clients and growing their businesses through
affiliation with Noyes Group, LLC, a full-service investment firm
headquartered in the Midwest, with offices throughout the country.
Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors,
this partner-owned firm offers a comprehensive menu of products and
services to individual and institutional clients.

About Cooke Financial Group

Founded in 1969, The Cooke Financial Group is a premier investment
advisor, known for its tradition of providing superior client service
and steady investment performance across generations and through all
market cycles. Based in Indianapolis, its award-winning team of advisors
offers a distinctive blend of holistic financial planning, professional
investment and wealth management consulting services for individuals and
their families, as well as for nonprofit organizations, corporations,
retirement plans, and trusts. As of June 30, 2018, the Cooke Financial
Group had more than $2 billion in client assets under management.

Sanctuary Wealth Partners
250 W 96th Street, Suite 300
IN 46260
(833) 608-5514
(317) 975-7729

Cooke Financial Group
8888 Keystone Crossing, Suite 105
IN 46240
(317) 814-7800
(844) 758-5725

Let’s block ads! (Why?)

Source link

Leave a Reply

Your email address will not be published. Required fields are marked *

Check Also

Energy Pipeline Stocks Still Have Room to Rally, Analyst Says – Barron's

Photograph by Erlend Ekseth Energy pipeline stocks have already gained about 15% this year…