Cooper Wealth

Empowering Your Financial Journey with Expertise, Integrity, and Care

Kelly Cooper, CFP®, CLU®

Partner, Wealth Manager

Dale Cooper, CPA

Financial Advisor

Annah Russell

Director, Client Service & Operations, Client Service & Ops

Ana Romero

Senior Registered Client Service Manager, Client Service & Ops

Tori Martinez

Client Service Associate

Chase Abshier

Financial Advisor

At U.S. Capital Wealth, our team aims to help clients achieve their goals through tailored, comprehensive wealth strategies.

Our Solutions

Holistic Wealth Planning and Advisory

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Tailored wealth strategies, expertly crafted to preserve and grow your legacy

Financial and Retirement Planning

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Comprehensive planning solutions aligned with your priorities

Investment Management

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Precision-driven investment management, personalized to align your portfolio with your purpose, goals and objectives.

Advanced Estate and Tax Planning Strategies

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Elevated estate and tax planning strategies that honor your intentions and secure your legacy.

Executive Compensation

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Sophisticated strategies tailored to optimize and protect the value of executive compensation for corporate leaders.

Insurance and Risk Management Solutions

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Protecting what matters today—and preserving your legacy for tomorrow.

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Discover Our Team in …

Austin, TX

Our Austin Office
300 W. 6th Street Suite 1900
Austin, Texas 78701
512-813-1100