“Our goal is to help our clients and their families achieve a more secure and prosperous financial future through a clear understanding of their financial objectives and implementing a customized plan to achieve them,”
(PRWEB) March 18, 2013
Los Angeles Wealth Manager Aaron Cook and Bambi Holzer form a joint venture and launch Wealth and Income Management Group. Cook has been named Chief Executive Officer to oversee the investment and financial planning process along with the day to day management of the firm. With locations in Beverly Hills, Newport Beach and the East Coast the new partnership has provided the resources for Wealth and Income Management Group to expand its footprint and better serve its national client base.
Mr. Cook began his career in the financial services industry in the mid 1990's as an investment advisor and quickly transitioned into leadership roles where over the past two decades he has overseen more than $1.4 billion of institutional and individual funds in alternative investment strategies and initial public offerings. Most recently Mr. Cook was the co-founder of Steadfast Income REIT and founder of Steadfast Capital Markets Group where he served as the president and chief executive officer to develop and launch the initial offering of shares in the REIT. He has also served as president and chief executive officer for CORE Capital Markets Group and was part of the management team responsible for the initial public offering of Apartment Trust of America and Health Care Trust of America. As a result of his leadership, he was named one of the top "40 under 40" in the Real Estate Southern California magazine in 2005.
The roots of Wealth & Income Management Group began over thirty years ago with Bambi Holzer managing the investments and retirement plans for high net worth families, entertainers, physicians, institutions and corporations nationally. With the launch of the new company and partnership between Cook and Holzer they have now evolved into a vertically integrated wealth, investment and income management firm with two senior partners that collectively have over fifty years of industry experience.
“Our goal is to help our clients and their families achieve a more secure and prosperous financial future through a clear understanding of their financial objectives and implementing a customized plan to achieve them,” Says Mr. Cook. “The partnership between Bambi and I provides the potential for us to grow and expand our client base, improve efficiencies, lower gross fees and expenses and improve overall performance for our clients.”
“We are proud of how we have evolved and take pride in managing the long term financial success for over eighty high net worth families, entertainers and business owners nationally,” says Bambi Holzer, the newly appointed Chairman of Wealth and Income Management Group. Bambi has partnered with – Los Angeles Wealth Manager Aaron Cook to provide financial and investment advice to individuals, their families, Executives and business owners who seek a balanced, comprehensive approach to wealth management and planning. “This partnership with Aaron will allow us to actively expand our client base while improving the level of service we can provide to our existing clients. It’s a win win!”
About Wealth & Income Management Group, LLC- Financial planning, investment management, risk management, estate and business transition services for individuals, families, corporations, and foundations. Wealth & Income management Group focuses on guiding clients to a secure and prosperous financial future through the management of wealth and income during every stage of life and is headquartered in Beverly Hills with offices in Newport Beach California and a satellite office on the East Coast. http://www.wealth-income.com
Wealth & Income Management Group, LLC - Securities offered through Newport Coast Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Newport Coast Securities a Registered Investment Advisor, dba Newport Coast Asset Management. The information contained herein is based on information available and believed to be accurate at the time it was prepared. Aaron Cook and Bambi Holzer are registered representatives with Newport Coast Securities, Inc., a Broker/Dealer and a member of FINRA/SIPC. This release is for informational purposes only and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Specific recommendations can only be made upon request of the client after a full review of their suitability has been conducted by the investment representative. Past performance is not a guarantee of future results. The content herein is not produced by Newport Coast Securities.