Everything Started in 2003
2003 was the year that our founder, Michael Cook, first became a licensed financial advisor. But in reality, it all began well before that. As a teenager, Michael became very interested in the world of investing. After helping his parents at a young age, Michael realized that there must be other people who needed financial help and advice, and a career was born. The goal was simple, to become a trusted advisor to help people reach their financial goals. That takes knowledge and experience. So, after years of gaining that knowledge and experience through working at international and regional firms, achieving the status of a CPA, and getting a Masters’ Degree, Michael became a financial advisor in 2003.
Now years later, our goal is still simple. Help people! We do that by being independent, by being a fiduciary and by putting our clients first.
We are a fee-only independent investment advisory firm, which means that we are not forced by any parent company to use any of their proprietary products. We recommend investment products to our clients based only on the needs of the client. In our capacity as a fiduciary, we always have your best interest at heart.
Meet Our Advisor
Michael Cook, CPA, MST
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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