Total Wealth Management

We, too, have been robbed by Jacob Cooper, Nathan McNamee, and David Shoemaker. We are victims of the TWM LLC. They’ve been caught? I don’t think so. They have been identified as thieves but Nate continues his PhD studies in Surrey England. And who is paying for that? We are. Anyone know their next scheduled court date in LA?

Unfortunately I am one of the many victims of Total Wealth Management LLC as they didn’t manage my inheritance money that I invested with them for my retirement for me but solely for themselves and now all is lost.
They turned out to be common thieves full of lies and greed lining their own pockets headed up by Jacob Cooper.
They’ve been caught which is good but now we’ll have to wait and see what outcome justice can bring to all of us.
I would have been better off taking my inheritance money from my mother’s passing and hiding it under my mattress. At least I would still have it.
My experience with Total Wealth Management has been grievous and disheartening to say the least.

I’ve been a client of Jacob Cooper and Total Wealth Management (TWM) for the past five years. Prior to moving my investments to TWM, I had been working with one of the big investment firms, where I was treated as a number, received little to no counsel on my investments, and watched my investments post paltry gains as they were subjected to a one-​size-​fits-​all strategy of mutual funds and stocks.
Everything was different working with TWM. First off, the staff is great — accessible, friendly, insightful, and never makes you feel like you’re bugging them because you have questions. As my financial advisor, Mr. Cooper took the time to understand my financial situation, retirement goals, tolerance for risk, etc. before prescribing any investment strategies. With every recommended investment opportunity, Mr. Cooper always takes the time to fully explain the pros and cons, risks associated, and answer all of my questions. I never feel in the dark with regard to what I’m invested in or how the various investment vehicles work.
The other breath of fresh air I’ve noticed as a TWM client is that Mr. Cooper and his team are not content with simply placing their clients’ hard-​earned cash into mutual funds and stocks that have proven to be quite volatile in recent years. Instead, they research and recommend various alternative investments which in most cases out-​perform the stock market while providing far less risk. As with any investment, there’s always risk. I haven’t made money on every investment recommended to me by Mr. Cooper. However, my net gains with TWM have far surpassed what I would have realized had I stayed investment in a portfolio consisting primarily of stocks and mutual funds, which unfortunately is how most financial planners lazily invest their clients’ money.
If you’re happy having your retirement savings invested primarily in the stock market, you don’t really need the services of a financial planner — just open an E-​Trade account and do it yourself. However, if you want actual financial advice and the option to invest in strategies that are more lucrative and less volatile than the stock market, then you should take a look at Jacob Cooper and his team at Total Wealth Management.