At Cooney Associates, we see you, your life, and the way you should invest from a unique perspective. Our philosophy is founded on three guiding pillars – Plan, Invest, Live. What you want from life – and managing the risks that can hamper your progress – is what really matters. We cannot make prudent objective recommendations to you without a comprehensive understanding of who you are, and your goals and concerns. Our objective is to help you build a holistic plan and invest confidently so you can live your best life now. By approaching life alongside our clients we are able to share the same perspective.
A goal without a plan is just a wish - Antoine de Saint-Exupery
Our lives are a mosaic of the mismatched pieces of ever-changing circumstance. Our character is formed in the selection and placement of the pieces we carry. We believe, in order to build that mosaic, one must be free to focus on the endgame – the image to be formed by the final piece. The clearer the image, the easier it becomes to select the next piece with confidence.
We exist to provide our clients the freedom to plan and envision the exact image they want, invest confidently in endeavors most conducive to its composition, and live a life rich with the satisfaction of watching it come together.
About UsCooney Associates is a full service, high personal touch wealth management firm with over 86 years of combined industry experience.
Our ProcessPlanning well, investing confidently, and living your best life begins at the center of you.
ServicesOur team can assist you with financial and retirement planning, estate and succession planning, and so much more.
ResourcesWe have compiled links to the following resources and hope each provides some valuable insight and education.