Cooper Wealth Strategies
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
111 W Washington St Ste 855, Chicago, Il...Phone Number
(224) 764-9100Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Cooper Wealth Strategies
Cooper Wealth Strategies, LLC provides personalized wealth preservation, transfer, and tax minimization advice to affluent families across the United States. With over 35 years of experience, the firm specializes in guiding high net worth clients through income tax, estate planning, and family governance issues. The company collaborates with Registered Investment Advisors to offer expert advice comparable to that of larger Wall Street firms. Additionally, it offers initial estate planning document reviews and suggestions for improvements, although it does not provide legal services directly.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Cooper Wealth Strategies
<$5M
1-10
Private
-
2011
N/A
Company Profile Activity
Activity Insights
Cooper Wealth Strategies is experiencing very low activity levels compared to other companies in the Finance sector.
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Cooper Wealth Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cooper Wealth Strategies.
Cooper Wealth Strategies Tech Stack
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Cooper Wealth Strategies, LLC provides personalized wealth preservation, transfer, and tax minimization advice to affluent families across the United States. With over 35 years of experience, the firm specializes in guiding high net worth clients through income tax, estate planning, and family governance issues. The company collaborates with Regist... Read More
