A higher standard of investment planning

For more than 30 years, the Cooper Meyer Wealth Management Group of Wells Fargo Advisors has provided comprehensive wealth management services and solutions to individuals, families, and organizations. We remain committed to navigating today’s complex world of investing and strive to achieve the most critical benchmark – yours.
team photo
Forbes Best-in-State Wealth Management Teams 2024
We are pleased to announce that The Cooper Meyer Wealth Management Group has been recognized as one of the the Top Ten 2024 Forbes Best-in-State Wealth Management Teams. We believe this accolade represents an impressive list of professionals that come to work with one goal in mind – helping our clients succeed.

Source: Forbes.com. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
meet our team

The Cooper Meyer Group of Wells Fargo Advisors is an experienced wealth advisory practice focused on providing investment planning services to high net worth individuals, families, and businesses.

> Our Team
How we work with you

Our mission is to manage and reduce the risk in our clients’ financial lives so that they have greater confidence and comfort in knowing their personal goals and ambitions can be supported by a comprehensive investment plan. Our financial advisors are dedicated to working with both internal and external planning resources to best address our clients’ unique needs and objectives.

> Our Clients
Our approach

The Cooper Meyer Wealth Management Group offers a wide range of wealth management services, including:
  • Advanced personal planning for individuals and families
  • Tax-efficient solutions
  • Estate planning strategies
  • Risk mitigation solutions for your family, estate, and legacy
  • Retirement income and liquidity planning
  • Philanthropic giving – establishing private foundations, donor-advised funds, legacy planning
> Areas of Focus

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MO, NC, NJ, NV, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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