“I never forget that by trusting us with their wealth, people are trusting us with their future and with their peace of mind.”

Spencer Cooper is a principal of the firm and our Chief Wealth Strategist, focusing on multi-generational wealth transfer and strategy, cash flow modeling, financial planning, estate planning and portfolio management.

Importantly, Spencer also mentors many of our clients’ children (and even grandchildren), guiding them on financial matters and helping them develop a better understanding of their finances so they can make informed decisions. He is an active member of the Estate Planning Council of Lower Fairfield County and serves on the Board of Young Professional Advisors for Fairfield County’s Community Foundation.

Spencer has a BA in Business & Accounting from Franklin & Marshall College, plus a Master’s Degree in Tax from Bentley University.

Spencer delights in spending time with his wife and three young sons, with whom he enjoys playing baseball, soccer, and tennis. He also enjoys taking trips with his family.