Every Cooper Norman Wealth engagement starts with the same handoff: your existing Cooper Norman CPA walks you into the room with a named wealth advisor, not a queue.
Schedule a 360 ReviewThe Team
Real people, named, here in Idaho.
Cooper Norman Wealth advisors bring integrated tax-and-wealth experience. Most have worked inside the Cooper Norman CPA platform before stepping into the wealth practice.
Our Hiring Standard
We hire for two qualifications. Neither is optional.
Every Cooper Norman Wealth advisor must hold a CFP® designation (or equivalent fiduciary credential) and demonstrate deep experience inside the Cooper Norman tax-and-audit platform. We don't hire from wirehouses. We grow advisors from inside the firm that already knows your business.
Leadership
The advisors you'll work with, by name.
Below are the roles every Cooper Norman Wealth engagement is staffed against, led by the named advisors above.
Engagement Staffing
Every engagement is staffed by three named people.
Lead
Senior Wealth Advisor
Primary point of contact. Holds the strategy. Runs the quarterly review.
Coordinator
Account Manager
Day-to-day execution, document coordination, scheduling. The person who actually answers the phone.
Bridge
Cooper Norman CPA Liaison
Your existing CPA from the Cooper Norman tax-and-audit side, sitting in on wealth conversations.