What We Do

LJCooper Capital Management acts as a trusted financial advisor in all aspects of our clients’ financial lives. Unlike many other financial services firms that provide a solution for only a single issue, we provide a holistic approach integrating all of the major areas that impact a client’s wealth. If our clients have a need that falls outside our area of expertise, we have a hand-selected network of financial professionals that allows us to offer a full range of services, including the following:

Portfolio management
Tax planning
Cash flow planning
College planning
Risk management
Retirement planning
Estate planning
Real Estate repositioning and disposition planning
Philanthropic Planning

Over the course of a decade, our clients tend to save a little more on taxes, invest a little more wisely, pay a little less for their insurance and investments, plan a little better for their future, and spend a little more time deciding what they really want out of life. All these “little mores” add up to something remarkable.

In fact, just a 1% course correction each year, over a 10 year period means a huge difference in the end of the journey. That is the ultimate value of financial planning advice; the little adjustments, changes and bits of timely wisdom make the difference between a life that achieves financial success, and one that does not. The advice along the way is ultimately worth many times more to the client than we are charging for it.