A financial advisor with a unique holistic perspective.

 

 

 

As a Marin financial advisor with a unique holistic approach, Wealth Plus specializes in financial advice for women and young professionals, socially responsible investing, and helping people create a healthy relationship with money.


Our proven, time-tested model has helped hundreds of Wealth Plus clients achieve financial peace of mind. We partner with you to:

  • Develop personalized strategies designed to meet your objectives
  • Implement the combination of risk level, savings and growth that are right for you
  • Integrate your personal and business finances
  • Address the emotional aspects of money
Thumbnail

Holistic financial services

We offer many specialized services and a time-tested financial model that’s weathered market ups and downs. 

Learn more

Thumbnail

Financial advice for women

Our team is uniquely qualified to support women in their pursuit of financial freedom and to help with life transitions.

Learn more

Thumbnail

Financial advice for young professionals

Discover why putting a plan in place now is key and how we approach building a long-term relationship.

Learn more

Committed and collaborative

Alexandra Cock, JD, CLP, has been a successful financial advisor for over 20 years and has 28 years of experience in tax law.

About Us

Webinar: Multiple generations and money

We’re here to help, every step of the way.

Watch Webinar

Empowerment, abundance and more

See our latest blog posts and newsletter.

Read more

Blog

Fall Staff News

by Rachel Li on Oct 30, 2018

In October, Alexandra attended Opportunity Collaboration in Mexico, a 4-day inspiring collaborative summit focused on solutions to global poverty and injustice with an emphasis on Impact Investing.

* Yvette is volunteering once a week at Canal Alliance in their ESL (English as a Second Language) program as a teacher’s aide. Volunteer aides are vital in achieving the goal of having a vibrant and thriving immigrant community that is able to contribute and participate by making sure that they have all the necessary tools, which includes the important skill of communication.

Wealth Plus Adviser Associate Penni Webb, was featured in the Marin Independent Journal for her photography at the Cancer Foundation's 23rd Annual Gala, "To Celebrate Life".

Here is the Link.

http://givingmarin.com/2018/10/18/stepping-out-volunteer-appreciation/

Read More

Introduction to Wealth Plus Inc. by Alexandra Cock 2018 Fall Newsletter - Focus on Happiness!

by Rachel Li on Oct 25, 2018

If you’re like me, you might be thinking, who can contemplate ‘happiness’ at a time like this? But contemplate happiness we must. It’s so easy to get sucked into the constant stream of negativity, and I mean constant! As a lawyer, It is very discouraging that the Senate would confirm a Supreme Court Justice who obfuscates, lies and doesn’t believe in cornerstone constitutional principles like due process. That’s without even getting into his sexual assault behavior and ill-advised personal habits.

I disagree with those who say that it’s not OK to feel angry. I regularly yell at the TV and shake my fists, among other things. Sometimes my anger comes out through my art. Allowing myself to feel angry creates the space within to feel joy and happiness.

Finding happiness inside ourselves is more critical than ever. I’ve been re-instating practices that have fallen by the wayside during my busy life, to bring the energy of Spirit through me:

Read More
green america green businesspink spots