A Holistic Financial Approach Built Around You
Financial success brings new complexities and demands even greater responsibility to grow and manage your wealth. Since 1981, Cooper/Haims has been committed to keeping our clients focused on their future. You deserve objective, independent financial advice that’s motivated by your needs.
At Cooper/Haims, we share that view. It’s an approach that mirrors our philosophy and shapes every decision we make. That’s why we choose to do business as a fee-based advisor, and have been doing business this way since well before fee-based asset and client management became the preferred method of wealth management.
As a Registered Investment Advisor, we are honor-bound and legally required to put your interests first. No proprietary products. No hidden agenda. Just independent, objective, experienced and professional advice. Our personalized and comprehensive approach capitalizes on our unique integration of tax preparation and tax planning expertise, uncompromised integrity and experience, and unparalleled personal service so that you receive only the best financial advice. Like you deserve.