"For more than 30 years we have helped our clients achieve their financial goals through a full range of investment solutions, and by delivering effective wealth management advice and proactive client service."

- Sean Cook, Managing Partner

You

We combine Expertise, Collaboration and Results to help you reach meaningful goals for yourself and your family. Collaborative planning, solutions-based investing, and innovative, resourceful service form the foundation of Cedar Rowe’s relationship-driven approach to wealth management.

Comprehensive Wealth Planning. We help you make clear and committed financial decisions around what is important to you and your family. We do this through comprehensive strategies that include financial planning, tax and estate planning, business succession planning, multi-generational family planning, and philanthropic planning.

Tailored Investment Solutions. Our mandate is to preserve your investment capital and grow it responsibly over time. Guided by goals, constraints and risk preferences that we collaboratively develop with you, we design and manage cost-effective, tax-efficient investment portfolios designed to achieve your total return objectives.

Exceptional Client Service. We are in business to serve you and your family—consistently and continuously delivering a level of service unsurpassed in our industry.  Our goal is to exceed your expectations by anticipating and promptly responding to your needs and requirements, resulting in an exceptional client experience.

Our Firm

Cedar Rowe Partners provides wealth and investment management services to our clients as a fiduciary, meaning that we act in our clients’ best interests in all respects—without exception.  As an independent firm, we maintain no affiliation with any brokerage firms, banks or other financial firms that can give rise to conflicts of interest. 

We are committed to transparency in our wealth management processes and practices.  As an employee-owned firm, we are not beholden to external shareholders or a parent company.  We report directly to our clients, and our sole source of compensation is from the advisory services that we provide to our clients; we receive no transactions-based compensation.  Our fee structure is straightforward, transparent and competitive.

Our Team

We seek to attract, retain, develop and inspire experienced, credentialed professionals who are steeped in industry best practices, yet committed to growth and open to new ideas.  Our culture emphasizes collaboration, intellectual curiosity, creativity, and—above all else—results.

In addition to wealth and investment management, members of our team have backgrounds in accounting, banking, law, tax advisory, information technology and management consulting, thus allowing us to approach and debate strategic issues and advise our clients from a variety of perspectives.