I Strive to Be Your…
Professional Coordinator
Working directly with your estate attorney, CPA, real estate agent, and others to help ensure all parts of your wealth are working in tandem towards your goals.
Personal Partner
As your private advisor, I look forward to developing a long-lasting relationship built on trust to navigate all aspects of your wealth and personal money management.
Wealth Manager
With the utmost care and diligence, I oversee your investments and financial plan, making updates as necessary to remain in alignment with your needs and objectives.
Coordinating Every Area of Your Financial Picture
Through a strategic process, I create custom-designed solutions in the following areas:
Fee-Based Investment Advisory
Offering tax-savvy wealth management for individuals (401k rollovers, IRAs, Roth IRAs, Brokerage Accounts), and businesses alike (401Ks, SIMPLE IRAs, Cash Balance Plans)
Coordinating Debt Decisions
Helping you make prudent choices regarding student loans, business start-ups and acquisitions, residential and commercial real estate, and/or securities backed lines of credit
Insurance & Risk Management
Identifying your individual or corporate needs for protection and providing solutions regarding life insurance, disability insurance, long-term care, employer and executive benefit programs
Retirement Planning
Creating financial and cash flow plans integrating your resources with your goals, needs and lifestyle preferences through a measured approach. Emphasizing the accumulation and distribution of wealth with tax efficient strategies.
How Cohen Wealth Fees Work
Cohen Wealth is a fee-based firm offering two different forms of payment as listed below. Given that everyone’s circumstances and needs are different, fees will be discussed in detail and determined at our first meeting.
Fixed percentage charged against assets under management
Annual, flat, or hourly financial planning fees
Let’s Put Your Wealth to Work for You
You’ve worked hard to get where you are today, and I'm committed to helping you make the most of what you’ve earned. Work with me, and I’ll help you apply the same diligence you’ve devoted to your vision of financial success.