Wealth Advisor Bridge

At Cooke Capital, we take great care in assembling a team of financial experts that work in concert so all the important facets of your financial life are addressed. With this approach, everyone is working together as an aligned, congruent team.

The team is led by Charlie Cooke, a wealth advisor and CERTIFIED FINANCIAL PLANNER®.

Read Charlie Cooke’s bio »


 

Matthew D. Vaughan

Matthew D. Vaughan has been practicing in the financial services industry since 2005. Before coming to Cooke Capital, Mr. Vaughan began his career in the investment business with Capital Investment Companies in Raleigh, NC. Mr. Vaughan has passed the Series 7, Series 26, Series 63 and Series 66 exams and he holds a North Carolina Insurance License. He has worked with individual investors since that time and also worked extensively in business and estate planning.

Matthew grew up on his family’s farm in eastern North Carolina. He is a graduate of Ridgecroft Academy in Ahoskie, NC and the University of North Carolina-Chapel Hill where he earned a BA in American History. He also attended the Carolina Business Institute at Kenan Flagler Business School at UNC-CH. He resides in Goldsboro, NC with his wife, Marlowe and daughter, Kivett


 

Your team may also include the following:

Certified Public Accountant
– to determine if there are valid strategies for reducing your various tax liabilities

Disability Insurance Specialist
– to help secure your plan and your family if you become injured or sick

Estate Planning Attorney
– to provide for your heirs

Practice Consultant
– to help your practice operate as efficiently as possible

Retirement Planner
– to establish a solid plan for your retirement years

In addition, we may bring in other experts to address specific areas in your wealth plan. Also, we would welcome any professionals you are personally working with so we may integrate their advice and recommendations into our process.

Cooke Capital is here to oversee the effort and manage the team so that everyone is working in tandem for your benefit. Knowing that your wealth plan is being evaluated and updated regularly as laws, tax codes, and trends change, you can devote your time and energy to the areas that are most important to you and to your family.

Please note: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Since individual situations can vary, the information presented here should only be relied upon when coordinated with individual professional advice. This information is not intended to be a substitute for specific individualized tax, legal or estate planning advice. The opinions presented here are for general information only and are not intended to provide specific advice or recommendation for any individual situation or security. The opinions of the author do not necessarily reflect those of Woodbury Financial Services, Inc. or its affiliates.