Contact Us: 843-869-3252
Email: ANDY@ANDYCOOKINVESTMENTS.COM
Andy Cook Investments
A systematic approach to financial & tax planning by offering customized solutions unique to the client's goals and objectives.
About the Firm
Andy Cook, CPA (certified public accountant), has 38 years of experience servicing clients with their tax and financial planning needs. His experience with personal, business, and estate taxes and his systematic approach to financial planning has proven to be essential assets in that he offers his clients a unique level of service and knowledge. While based in Charleston, SC, Andy serves clients across the country. With a primary focus on providing tax clients with top-tier service, Andy has designed a process that allows clients access to a personalized level of planning. Each service is customized to fit each client's unique goals and objectives. Financial planning services include reviewing and managing retirement accounts, personal investment accounts, annuities, life insurance, and estate planning.
Throughout his many years practicing as a licensed CPA and financial professional, Andy developed partnerships with some of the industry's top advisors and firms to elevate his practice. Andy provides clients with the premier services these strategic partnerships offer.
One of these partnerships is with Independent Solutions Wealth Management (ISWM), a registered investment advisor firm, and more specifically, with Paul Meeks, CFA, CAIA, and portfolio manager of ISWM. Andy has worked closely with Paul for several years. Together, they have developed and delivered winning strategies for those clients whose investment approach may be more challenging than the ordinary investor.
The extensive research and analysis performed by the Investment Committee are crucial to the customization process. The Independent Solutions Wealth Management team comprises experienced professionals and industry leaders whose primary focus is developing, implementing, and maintaining personalized strategies to fit the client's investment goals. This team acts as an extension of Andy's firm, ultimately enhancing the client experience.
An Investment Committee With Over 200 Years Of Industry Experience
Independent Solutions Wealth Management is a third-party asset manager. The Independent Solutions Wealth Management Investment Committee, led by Dan Neiman, Chief Investment Officer and Partner at ISWM. The committee consists of Chartered Financial Analysts as well as Advisors that have both institutional and retail experience. The investment committee enables the collaboration of individuals with a combined industry experience of 200+ years. Independent Solutions Wealth Management works tirelessly to develop models that allow you to grow, protect and diversify.
ISWM is committed to assisting you in building a more secure future. Independent Solutions Wealth Management believes it’s not only our responsibility to help you protect and make the most of your income and assets, but also to help you make the most of your life.
Glenn Wiggle
Founder and Partner of Independent Solutions Wealth Management
Glenn Wiggle is a founder and partner of The Financial Guys, LLC in Williamsville, New York. Glenn has been involved with the securities industry, managing client assets since 1996. He spent time at both Financial Network Investment Corporation, PaineWebber, and NEXT Financial before joining Peak Brokerage Services.
Mike Lomas
Founder and Partner of Independent Solutions Wealth Management
Michael Lomas is a Co-owner/Co-founder of “The Financial Guys, LLC”, Division Manager with Peak Brokerage Services, LLC in Williamsville, New York, with branch offices in Rochester NY, Buffalo NY, Nunda NY, and Jupiter FL. Michael is President of Independent Solutions Wealth Management LLC, an Investment Advisory firm registered with the Securities and Exchange Commission, and Co-owner and board member of the RIA that advises the Neiman Funds, LLC.
Dan Neiman
Chief Investment Officer
Dan Neiman, an investment advisor since 2000, is the Chief Investment Officer and Partner of ISWM. Dan is often interviewed for his market perspective and has appeared on CNBC, Fox Business, and Bloomberg Radio, as well as quoted in multiple print media.
Michael Zimmer
Chief Operations Officer
Michael Zimmer, licensed since 2010 with a Master’s Degree in Finance, is currently the Chief Operator Officer at ISWM. Mike has been with ISWM almost since its inception and is instrumental in providing the majority of the research used by the Investment Committee. He’s an expert in portfolio construction, operations and trading aspects across multiple platforms and has an in-depth knowledge of compliance and RIA operations.
John E. Thur
Chartered Financial Analyst
John Thur has a business, Strategic Investment Management, where he manages investment portfolios and gives financial advice to a select group of high-net-worth individuals, in Western New York and throughout the United States. His company has partnered with Independent Solutions Wealth Management (ISWM), an RIA (Registered Investment Advisor), and a division of The Financial Guys. The Financial Guys are an Investment Management Firm with over $850 Million in assets under management.
Paul Meeks, CFA, CAIA
Portfolio Manager
Paul Meeks, CFA, CAIA, and portfolio manager of Independent Solutions Wealth Management. Andy has worked closely with Paul for several years and together have developed and delivered winning strategies for those clients whose investment approach may be more challenging than the ordinary investor.
David Mariacher
Portfolio Manager
David Mariacher, licensed since 1994, focuses on individual equity portfolios. He’s been a frequent guest on The Financial Guys Radio Show, often times from a tree stand or Muskie Lake. David can be seen on Money Talks on WKBW TV, commenting on the latest stock market news and offering his professional insight.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Professionalism
Our firm is one of the leading firms in the area. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service, and specialized staff spell the difference between our outstanding performance and other firms. We make sure that every client is served by the expertise of our whole firm.
Responsiveness
Our firm is responsive. Companies who choose our firm to rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses, and other agencies.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication, and ability to respond quickly.
Quality
Our firm's reputation reflects the high standards we demand of ourselves. It is essential to continually educate ourselves to improve our technical expertise, financial knowledge, and service.
Our high service quality and "raving fan" clients are the result of our commitment to excellence to each individual we are providing services to.
We will answer all of your questions, as they impact both your tax and financial situations.
Get Started Today!
Schedule a time to sit down and review your financials and goals.
LOCATED AT:
8117 Oyster Factory Road
Edisto Island, SC 29438
Investment Advisory Services are offered through Blackridge Asset Management, LLC ("BAM"); an SEC Registered Investment Advisory Firm. The above-mentioned Investment Committee Members are Investment Advisors with Independent Solutions Wealth Management, LLC ("ISWM"); an SEC Registered Investment Advisory Firm. BAM and ISWM are not affiliated. Your advisor may choose different investment strategies that may not be managed by the above-mentioned Investment Committee.
8117 Oyster Factory Road, Edisto Island, SC 29438 | Andy Cook Investments© 2023