Fairlawn, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cookson Peirce Wealth Management
Team
Firm-wide stats for Cookson Peirce Wealth Management
About
Cookson Peirce Wealth Management is a fee‑only investment adviser that provides wealth management, financial planning and discretionary portfolio management to private clients — including individuals, high‑net‑worth households, trusts, endowments, pensions and foundations — as well as to institutional clients and other professional advisors. The firm also acts as a sub‑advisor to an open‑end mutual fund and serves as a portfolio manager within multiple wrap fee programs.
Investment decisions are driven by a quantitative, rules‑based security ranking process and technical analysis for equities, while fixed‑income portfolios use investment‑grade corporate and municipal bonds arranged in a modified ladder structure; model strategies (for example, All Cap Growth/Moderate, Focus Large Cap, Equity Income) are implemented, rebalanced regularly and monitored by an investment committee. Cookson Peirce may engage third‑party Independent Managers for portions of client assets — commonly to provide option overlay strategies for concentrated stock positions — and offers an automated ETF-based InvestStronger solution for smaller accounts.
Noteworthy aspects of the firm include its role as sub‑advisor to the Catalyst Dynamic Alpha Fund and its participation as a portfolio manager in multiple wrap fee sponsor programs (for example, Raymond James, UBS, RBC, LPL, Wells Fargo and Smithfield Trust), which distinguishes it from most peer teams. The firm’s disclosure also highlights its use of municipal bonds in fixed‑income management and systematic trade rotation and aggregation practices intended to apply execution policies consistently across private and institutional client accounts.
Based on Cookson Peirce Wealth Management
Expertise
Based on Cookson Peirce Wealth Management
Location
3560 W. Market St., Suite 215
Fairlawn OH 44333
Advisors at this office
3
Advisors at this office
Janelle W
CFP®
Fairlawn, OH
Cookson Peirce Wealth Management
Janelle Woods is a CFP® professional with 21 years of industry experience. She has worked at Cookson Peirce Wealth Management since 2015 and previously at JFS Wealth Advisors. Woods also serves as an adjunct faculty member at Youngstown State University, where she teaches courses on Retirement Planning and Financial Plan Development. Cookson Peirce Wealth Management is a fee-only investment adviser that provides wealth management, financial planning, and discretionary portfolio management to private and institutional clients. The firm uses a quantitative, rules-based approach to equity selection and employs investment-grade fixed-income strategies, while also serving as a sub-advisor to a mutual fund and managing assets within multiple wrap fee programs.
Preston P
CFP®, Series 66
Fairlawn, OH
Cookson Peirce Wealth Management
Preston Ptak is a CFP® professional at Cookson Peirce Wealth Management with eight years of industry experience. His career includes roles at Bank of America, Merrill, Lineweaver Wealth Advisors, and Charles Schwab, among others. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients such as individuals, high-net-worth households, trusts, endowments, pensions, foundations, institutional clients, and other professional advisors. The firm uses a quantitative, rules-based investment approach for equities and a laddered strategy for fixed income, and it acts as sub-advisor to the Catalyst Dynamic Alpha Fund while managing multiple wrap fee programs.
Cory S
Series 65, Series 63
Fairlawn, OH
Cookson Peirce Wealth Management
Cory Sweitzer is an advisor at Cookson Peirce Wealth Management with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Cookson Peirce, he held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Ferriot Inc. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and other professional advisors. The firm employs a quantitative, rules-based approach to equity selection and a laddered bond strategy for fixed income, and is notable for its roles as sub-advisor to the Catalyst Dynamic Alpha Fund and as portfolio manager in multiple wrap fee programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)