Cook Wealth Management - Michael Cook

Your Advisor

Michael Cook, CPA, MST

President, Founder

Michael Cook is a life-long resident of Massachusetts having grown up in West Springfield and eventually moving to eastern Mass, living in Plainville since 2008. Mike graduated from Fairfield University in Fairfield, CT in 1994 with an undergraduate business degree and graduated from Bentley College in Waltham, MA in 1999 with a Master’s degree in Taxation with an emphasis in financial planning. At the same time, Mike passed the CPA exam and became a Certified Public Accountant.

Since 1994, Mike has worked in tax and accounting services that included 2 years with Coopers & Lybrand in Hartford, CT, an international accounting firm now known as PriceWaterhouseCoopers, and 5 years with Tonneson & Company, a regional accounting firm in Wakefield, MA before starting up his own firm.

Since 2003, Mike has specialized in being a financial advisor, with an emphasis in holistic financial planning.

Mike has been married since 2003 and he is a father to a son and a daughter. In his spare time, he enjoys watching his teenagers play various sports and coaching them, as well. When not spending time at one ball field or another, Mike enjoys golfing, skiing and vacationing with his family at the Cape.

155 South Street, Suite 202,
Wrentham, MA 02093
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(774) 643-6103

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.

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