Cooney Associates

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

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. 💗

Let's understand your money style a little more so that we can put you in the best seat to achieve your future goals and...
09/29/2026

Let's understand your money style a little more so that we can put you in the best seat to achieve your future goals and lifestyle. 💰🐖

Here at Cooney Associates, we are here to help YOU, and understanding your values is crucial. If you would like to refresh your financial plan, or maybe you are starting fresh, give us a call at (303) 388-0854 or email [email protected]!

It’s possible to avoid these classic retirement traps, with a little preparation.
09/29/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

As the air turns crisp and the leaves begin to change, the fall season brings with it a perfect opportunity to create ch...
09/25/2026

As the air turns crisp and the leaves begin to change, the fall season brings with it a perfect opportunity to create cherished memories with your loved ones. And the best part? You don't need to break the bank to have a blast! We've compiled a list of budget-friendly family activities to keep everyone entertained this autumn. 🍂🎃🍁

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
09/22/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Happy First Day of Fall! 🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect seaso...
09/22/2026

Happy First Day of Fall! 🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. ✨

Let the fall vibes fuel your focus and inspiration! Feeling inspired already? Connect with us at [email protected], call us at (303) 388-0854, or visit us at https://www.cooney-associates.com/ to schedule an appointment with our professionals.

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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