Tailored Wealth Management
Your choice for Financial Services
History tells us that Sir Edmund Hillary was the first to scale Mount Everest successfully, but there is more to the story. Almost 30 years before Hillary scaled Mount Everest, a mountain climber named George Mallory scaled Mount Everest and is believed to have reached the summit, but perished on the climb down. Sir Edmund Hillary was credited with succeeding on Mount Everest by not only climbing up the mountain, but also surviving the descent.
Successful retirement planning is very much the same. You need to plan not only for the accumulation and investing of retirement assets, but also have a plan on how to use those assets by investing and dispersing them over what you hope is a long life.
At Coker Wealth Management we help you plan for the whole journey, using the investments, tools, and resources you need to make it all the way through.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.
Want to learn more about retirement, social security, or estate strategies?
"An investment in knowledge pays the best interest."
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.