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.