The Client Experience

The process we use includes:

  • Getting to know you and taking the time to listen carefully to you
  • Understanding your needs, articulating your goals, and identifying your risk tolerance and time horizon
  • Creating an investment strategy as the basis for advice that takes into account your total financial picture
  • Conducting periodic portfolio reviews and responding to changes that may call for adjustments and updates to your investment plan

This time-tested process has helped us build strong relationships with our clients so we can serve their needs for the long-term.

In addition, the Cooper Meyer Wealth Management Group can help you develop a plan designed to:

  • Secure a comfortable retirement
  • Manage your income and assets
  • Use investment strategies to help reduce taxes1
  • Hedge against portfolio risk

We will also coordinate with your other professional advisors – such as attorneys and CPAs, as needed – to help address important wealth-management and estate-planning issues.

1Cooper Meyer Wealth Management Group of Wells Fargo Advisors and Wells Fargo Advisors do not render legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax or legal consequences.

What's it like to work with us?

Well, for us it's a commitment. It's about honoring our relationship with you and being fully invested in your success. It's also about being with you every step of the way – through every life event, every stage of the investment planning process, every triumph, and every challenge.

Your needs and goals will change over time, and when they do, we'll help you make adjustments to your investment plan as needed. We want to make sure you're living your life the way you want to live it.

500 Lake Cook Road, Suite 300 • Deerfield, IL 60015 • Phone (866)-960-8183 • Fax (847)-572-4352