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Get to know Cooper May
Cooper May, based in downtown Huntsville, Alabama, is a private wealth advisory practice of OneAscent. We are passionate about serving clients in all financial management areas: from financial planning and investment management to leaving a well-stewarded legacy. We walk closely with our clients, to ensure they receive the care and service they desire.
Cooper May’s processes are designed to align your financial plan and investments with what you value most in life. As we get to know you more, we design and adjust your financial plan and manage your investments to your preferences. Clients appreciate the intentional approach of investing we take, by aligning their investments with their values.
For clients to live well and finish well, it is critical to take a holistic view and objectively establish meaningful goals pertaining to their:
- Stewardship – the management of one’s resources
- Investments – a mechanism used to generate income
- Planning – to have a specific aim or purpose
3 primary questions our planning experience equips clients to answer:
- How am I doing? (Am I on the right path, doing the right things?)
- How long will I be ok? (What is my margin for error?)
- What could take me off my path? (Can I mitigate those risks?)
The answers to these questions are based on clients’ unique worldview, circumstances and opportunities. Our role, as your advisor, is to ask pivotal questions; monitor your progress; “stress-test” your success likelihood; and help you implement recommended changes.
3 primary questions our investing experience equips clients to answer:
- What core values do I hold, and are they integrated into my investments?
- Am I making progress in stewarding the assets I’ve been entrusted?
- Does my advisor know where I stand?
Financial advising for your future well-being.
We provide counseling, a listening ear, and strategic investment plans so you can live a secure and successful life.
OneAscent is an investment company that walks the extra mile with our advisors and investors. We work with a variety of investment managers to provide clients with a personalized investment mix founded on their values. OneAscent has partnered with financial institutions and fund management teams to bring profitable and ethical investments to clients like you.