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Cool Wealth Management
Cool Wealth Management provides bespoke financial planning and investment strategies for families, individuals, and business owners. The firm focuses on tax...
Overview
Cool Wealth Management provides bespoke financial planning and investment strategies for families, individuals, and business owners. The firm focuses on tax planning, bookkeeping visibility, and long-term wealth planning so clients can grow net worth. It serves clients in Phoenix with tax-efficient investing aligned to local Arizona considerations.
General information
Firm type
RIA
Location
City
Phoenix
Principals
Grady Cool
Grady Cool
financial advisor
Sector focus
Frequently asked questions
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No. Without a portfolio disclosure, transaction record, or strategy statement, no sector tags can be assigned. Altss does not impute investment preferences from a firm's name or location alone.
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