You've worked hard for your wealth. And no one will work harder than Cohn Wealth Management to help you protect it.
Who We Are
Cohn Wealth Management LLC, a registered investment advisor, is a comprehensive wealth management firm whose primary objective is to help you manage and protect your family’s wealth. Our client relationships are based on a deep mutual trust and total objectivity—we don’t sell investment management products nor do we earn commissions from our investment recommendations. Our mission is to address your financial goals efficiently and successfully, imparting comfort and peace of mind as we work hard to achieve your objectives.
Our seasoned professionals have extensive knowledge of all aspects of financial planning, investment management, and risk management.
Financial Planning
Cohn Wealth Management works with your relationship partner at J.H. Cohn and other experienced professionals to guarantee a uniquely integrated approach and to formulate a financial plan that will meet your needs. We identify from the outset the nature of the planning that is appropriate for each client. Unlike other financial planners, we don’t believe one size fits all, but rather, that each client’s plan should be tailored so that it truly addresses issues of unique personal importance. Importantly, our financial plans are not one-time, static documents. They evolve as we implement and monitor solutions as circumstances—both market-driven and personal—warrant.
Investment Planning and Management
Our first step is to really get to know you. We want to fully understand your short- and long-term objectives. Next, we will evaluate your current financial structure and then prepare custom, asset-allocated investment plans that include retirement assets and a risk management analysis. We will educate you about all available options and implement your plan using our in-house professionals and outside independent investment managers. These managers have been chosen based on integrity, proven performance, and the investment opportunities they provide.
Private Client Insurance Services
Choosing the right insurance is often a difficult process filled with uncertainties. There are so many options . . . What type of coverage and how much? What are the appropriate premium costs? The decisions you make must protect your family’s wealth and be based on the short- and long-term needs and goals you have set. Cohn Wealth Management assists clients in evaluating and implementing insurance products and services including, life, trust-owned life, life settlement, disability and long-term care and key-person life.
