Cooney Associates

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Cooney Associates Wealth Management
Plan, Invest, LIVE. We’ll help you see where you’re going. Make sure you take the right steps along the way.

Cooney Associates is a close-knit, motivated team with a passion for helping people CHANGE THEIR RELATIONSHIP WITH MONEY. To us, wealth management is about helping you have the knowledge, confidence and resources to live the life you want in the future. And, finally, celebrate with you once you arrive. We’re not three-piece suit financial types. We’re just like you, with the same hopes, dreams, families, struggles and everyday joys in our lives. We just have a dedication to managing money and building wealth. In our office you’ll find the knowledge, experience and qualified expertise to build your plan with the resources to help you reach your goal. https://www.cooney-associates.com/who-we-are

Your ideal retirement may differ from reality, but we can work together to better align the two.
10/27/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

Female clients are continuing to improve their confidence about getting into the investing game! Here are some recent st...
10/25/2026

Female clients are continuing to improve their confidence about getting into the investing game! Here are some recent stats about how women are taking command of their wealth goals. 🙋‍♀️ 💸 💕

S&P 500 companies are raising earnings estimates to 2026 and 2027. Why? Mostly due to an upbeat economic outlook. So doe...
10/20/2026

S&P 500 companies are raising earnings estimates to 2026 and 2027. Why? Mostly due to an upbeat economic outlook. So does that mean stock prices will rise?

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
10/20/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

This year's Election is almost here! 🗳️ Swipe to see some fun facts about the day. Comment if you knew any of these fact...
10/15/2026

This year's Election is almost here! 🗳️ Swipe to see some fun facts about the day. Comment if you knew any of these facts or had any surprises!

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
10/13/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Have you put any thoughts into an Emergency Fund? 🚨💸While life feels stable, it is important to plan for unexpected cost...
10/09/2026

Have you put any thoughts into an Emergency Fund? 🚨💸

While life feels stable, it is important to plan for unexpected costs. Sometimes, we have an unplanned expensive month due to illness, repairs, life changes, etc.

But how much is a good amount to have saved? Here is our guide to an appropriate amount for your Emergency Fund.

As always, we are of course here to make planning your Emergency Fund a little easier. Connect with us at [email protected] or call us at (303) 388-0854.

It is so important to have a good dialogue with your financial professionals. We know it’s not always easy to be open an...
10/07/2026

It is so important to have a good dialogue with your financial professionals. We know it’s not always easy to be open and honest, but allowing us to have a clear understanding of your finances allows us to personalize your strategy to put you in the best position to achieve your goals. 💵

Give us a call or email if you have any questions or want to revise your strategy. If you are a new client, connect with us; we love meeting new people! You can reach us at 📞 (303) 388-0854 and 📫[email protected]

Social Security has been a fact of retirement since 1935; how much do you really know about it?
10/06/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

October is Breast Cancer Awareness Month, a time to come together as a community and support those affected by this dise...
10/01/2026

October is Breast Cancer Awareness Month, a time to come together as a community and support those affected by this disease. Let's spread awareness, show compassion, and stand strong against breast cancer. 💗

Address

6595 W 14th Avenue, Suite 100
Lakewood, CO
80214

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4:30pm

Telephone

+13033880854

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