Private Client Advisory

The Cooper Scoggin Financial Strategies Group of Wells Fargo Advisors helps individuals and families with wealth management strategies. Our founding associate and Managing Director-Investments Duane Cooper CFP® has been helping his clients achieve and preserve wealth for over 35 years. From the moment he started in 1977, his goal was help his clients achieve their financial goals through innovative wealth management strategies and exceptional service.  We strive to accomplish this through a multi step planning process:

  1. Identify clients goals and objectives
  2. Develop custom investment strategies and alternatives
  3. Implement and monitor the plan to help remain on track for success
Our investment process and philosophy was created by Ritchy Scoggin- Vice President-Investments and Senior PIM Portfolio Manager (Private Investment Management). The time tested approach uses a core and satellite strategy coupled with capital market assumptions to provide our clients with the proper diversification they need to help achieve their goals and remain on track.
The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000
Diversification does not guarantee profit or protect against loss in declining markets.

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 (AR, AZ, CA, CO, FL, GA, IL, KS, LA, MA, MD, MI, MO, NC, NJ, NM, NV, OH, OK, PA, TN, TX, VA, WA). 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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