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

Inspiring individuals, families and businesses to take control of their futures by creating and implementing a personalized financial plan with the ongoing support from our team. 

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!

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.


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