A complete list of active advisors currently associated with Cooper Capital Group

Warmer can help you find a great advisor at Cooper Capital Group or one who fits your needs even better.

Cooper Capital Group advises individual and high‑net‑worth clients and also serves employer plan sponsors, offering asset management, comprehensive portfolio management, standalone financial planning, retirement plan consulting, and referrals to third‑party money managers. Portfolios may include individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, and the firm may engage sub‑advisors to implement client strategies. The firm combines multiple methods of analysis—fundamental, technical/charting, cyclical, quantitative and qualitative—and uses a mix of strategies from long‑term buy‑and‑hold to more active approaches, including options, margin trading, short sales, leveraged ETFs, structured products and alternative investments. Portfolios are continuously monitored and may be tailored with reasonable client restrictions; the firm also uses third‑party platforms (including Pontera for held‑away accounts) and conducts periodic reviews of sub‑advisors and manager holdings. Noteworthy among peers, Cooper Capital Group offers a broader set of corporate and tax‑related planning services (such as cost segregation and corporate structure analysis) alongside individual wealth management, and some representatives are registered with a broker‑dealer and licensed to sell insurance products, which creates potential conflicts of interest through commissionable product sales. The firm also routinely recommends a single qualified custodian (Schwab) and discloses receipt of custodial support and transition assistance, factors clients should consider when evaluating custody and brokerage arrangements.

To learn more about the advisors currently working at Cooper Capital Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.