Fiduciary
Wealth Management

Investment Advisor Representative
Wealth Management

Built for you.

Wealth Management
Financial Advisor
Why Choose Us

Let's plan your financial path.

Independent

Our recommendations are based solely on your goals and objectives.

Fiduciary

Putting our client’s best interests FIRST at all times.

Comprehensive

We tend to the details without ever losing sight of the big picture.

Fee-only

An open and transparent relationship is the key to long-term success.
Paddel
About Us

Client-First Philosophy

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.
Family
Family
Family
Partners

Our strategic alliances.

partner
Fidelity Investments

Company Logo

Investment advisory services offered by Bay Colony Advisors, a registered investment advisor, doing business as Cook Wealth Management. No Advice may be rendered by Bay Colony Advisors, d/b/a Cook Wealth Management unless a client service agreement is in place. Bay Colony Advisors does not provide accounting, tax, or legal advice. Insurance is offered separately by Michael Cook as an independent insurance agent. Bay Colony Advisors does not supervise the insurance activities of Cook Wealth Management or Michael Cook. Principal Office: 86 Baker Avenue Extension, Suite 310, Concord, MA 01742. Phone: 978-369-7200.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.

Copyright © Cook Wealth Management | Powered by AdvisorFlex