As of Nov. 1, wealth management firms Cooke Capital and Allegiance Financial Group have rebranded to serve clients as one unified team. Operating under the name Allegiance Financial Group Advisory Services (AFGAS), both offices will benefit from the combined resources and expanded team of two firms uniting under one umbrella.
Prior to this announcement, Cooke Capital and AFG were long-time partner firms that shared great synergies such as similar investment philosophies and wealth management strategies, the transition will enable them to enhance the services they provide for their clients.
“We couldn’t be more excited to have the opportunity to tap into the expertise and resources of a firm we are already familiar with and enjoy partnering with on a regular basis. While we have been operating as separate firms under one RIA for a while now, it just makes sense to bring our two firms together for the benefit of our clients and team members,” said Charles Cooke, CFP®, CPFA® of Cooke Capital.
Cooke Capital will continue operating out of its North Carolina offices in Wilmington and Goldsboro, and AFG will remain in Vienna, Virginia. Current clients at both firms will continue working with their advisor(s) with no disruption to service.
Under the new, unified brand, AFGAS clients will have access to more resources and team members including four CERTIFIED FINANCIAL PLANNER™ professionals, a retirement plan specialist, support staff, as well as an extended range of products and tools.
“Our firm is looking forward to the additional opportunities this partnership brings to both our clients and team members,” said Assaf Pinchas, CFP® of AFG. “We know that working together will enhance the value we provide to current and future clients.”
About Allegiance Financial Group Advisory Services
With offices in North Carolina and Virginia, AFGAS has been serving dentists, successful professionals, families, and retirees for nearly two decades. AFGAS operates as a cohesive team, leveraging years of collective experience to craft tailored retirement and wealth management strategies for individuals and families. Our goal is to provide a holistic and well-coordinated approach that optimizes every aspect of your financial well-being.