Cooney Associates

You are entitled to a confident future.

Financial planner in Lakewood, CO (show on map)

5.0

★★★★★

4 reviews

Cooney Associates is a relationship-driven wealth management firm in Metro Denver focused on positive client interactions beyond just money.

Call (303) 388-0854

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About

Cooney Associates is a relationship-driven wealth management firm in Metro Denver that believes every encounter with a client or potential client should have a positive effect that's more than just about money. The firm's mission is to leave people better off after meeting them than they were before, whether through long-term relationships or consultations.

Cooney Associates emphasizes true connections for better outcomes and treats each client as part of their family, offering comprehensive financial planning, investment advice, and educational resources to empower clients in managing their wealth confidently.

Relationship-driven approach

Comprehensive client education

Focus on long-term client-family relationships

Services

Wealth Management

Personalized financial planning and wealth management services tailored to individual client goals and risk tolerance.

Relationship-driven approach Long-term and short-term planning Educational resources for clients

Investment Advisory

Guidance on investment strategies, portfolio management, and emerging market opportunities.

Risk assessment and portfolio diversification Education on financial products and regulations Access to calculators and tools for financial planning

Estate Planning

Strategies for protecting and transferring wealth across generations.

Multigenerational planning Risk management and protection strategies Estate tax optimization

Credentials & Certifications

CFP® (Certified Financial Planner)

Since 2000s

Certified Latent Print Technician

Since 2020s

Reviews

Rating

★★★★★

Reviews

"Andy is fantastic!"

Frequently Asked Questions

What is the difference between a broker and an investment advisor? +

Brokers execute trades on behalf of clients and may earn commissions, while investment advisors provide personalized financial advice and are compensated directly by clients, often on a fee basis.

What is an accredited investor? +

An accredited investor is an individual or entity that meets specific income, net worth, or professional criteria, allowing them access to certain investment opportunities not available to the general public.

How does Cooney Associates ensure client confidentiality? +

Cooney Associates adheres to strict privacy policies and legal standards, ensuring that all client data is protected and used solely for the purpose of providing financial services.