Wealth & Income Management Group provides financial planning, investment management, risk management, and estate and business transition services for individuals, families, corporations and foundations.   

The firm has a presence in Beverly Hills, CA, and Newport Beach, CA, with a satellite office on the East Coast. It has around $100 million in assets under management.

Cook, chief executive, and Holzer, chairman, have over 50 years of combined industry experience.

Cook was most recently the co-founder of Steadfast Income REIT and founder of Steadfast Capital Markets Group, where he served as the president and chief executive to develop and launch the initial offering of shares in the REIT.

Wealth & Income Management Group traces its roots back 30 years, when Holzer managed the investments and retirement plans for high net worth families, entertainers, physicians, institutions and corporations.

“The partnership between Bambi and I provides the potential for us to grow and expand our client base, improve efficiencies, lower gross fees and expenses and improve overall performance for our clients,” said Cook.