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
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Holistic financial services

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

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Financial advice for women

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

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Financial advice for young professionals

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

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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.

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Empowerment, abundance and more

See our latest blog posts and newsletter.

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Blog

We Stand With Love!

by Alexandra Cock on Aug 17, 2017

Wealth Plus, Inc. is for the full expression of every person and against any form of racism, sexism and any form of oppression. We support all constitutional rights, including freedom of assembly and freedom of speech. However, these rights must be exercised nonviolently and in a manner respectful of others.

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Cacao, Alexandra Cacao

by Alexandra Cock on Aug 11, 2016

I think we are going to have to change Alexandra’s last name to Cacao! During her visit to the east coast last month, we are fairly sure she had more delicious, sustainable, and conscious Chocolate than Lobster!

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