"Someone is sitting in the shade today, because someone planted a tree a long time ago."   

- Warren Buffet


Cooper Wealth Management Group helps boomers, business owners and medical professionals fulfill their bucket lists

How do you envision your future?  Would you like to retire at 50?  Travel across Europe for a year?  Start a foundation for medical services in Ethiopia?  Live in a treehouse?  There are a million different visions one might imagine to fulfill their “bucket list”, but everything starts with the same step.  Planning.  Cooper Wealth Management Group was founded on the belief that anyone is capable of reaching their goals with discipline and diligence.  You have a unique vision for your future, and we partner with you to establish your priorities, create a financial plan and get you on the right path toward your goals so you can enjoy the journey!

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck