Working with Cohen Wealth means…
Gaining a lifelong partner
Optimizing your finances
Understanding your financial picture
Freeing up your timeGaining a lifelong partner
Through an ongoing relationship together, you can expect unwavering service in monitoring your wealth strategy and guidance through the various financial decisions that arise.
Optimizing your finances
Blending insight, knowledge and years of experience, my clients undergo a thorough financial planning process to safeguard and grow wealth over time.
Understanding your financial picture
I welcome all of your questions, ideas or passing thoughts. Transparency is paramount to our success working together. Through meaningful conversations and a synergetic advisory relationship, my clients find clarity in their personal finances.
Freeing up your time
While you focus on your life, I'll oversee your wealth strategy, manage your investments, and coordinate decisions with your circle of professionals on your behalf.
Explore Our Services
in Detail
Can You Relate?
You’ve dedicated time and energy to achieve the life you have today.
Hours have been spent pursuing education and cultivating skills, building your own business, or diligently working to be the best at what you do. Between your career and family life, you’re hard-pressed for time but want to excel financially.
That’s where I come in.
How I Help
As a fiduciary, I provide recommendations that are customized to you and that align with your best interest.
Serving your individual or corporate needs, Cohen Wealth helps you…
Build a clear financial plan towards your goals
Develop, monitor and maintain an expert investment portfolio
Design and implement solutions for any and all of your financial-related matters
Learn How to Get Started
Build on your financial success. Spend your spare moments on your passions. And gain the financial peace of mind you’ve been looking for.