Welcome to The Cohn Wealth Management Group
As a trusted Investment Advisor with a Law Degree and MBA in Finance, I have over 25 years of experience working with individuals, businesses, and families.
I believe managing wealth requires a close, personal relationship built on trust, along with a high level of expertise in investing, taxes and estate planning. That is why I strongly emphasize quarterly reviews for clients and performance reporting based on specific goals.
I have a team of leading industry professionals including Jamie Golombek, Managing Director of Tax and Estate Planning, Jeff Sniderman Estate Planning Specialist and Vince Cerullo our Financial Planning Specialist. Together we provide all of our clients with:
1. A well structured, professionally prepared financial plan that is easy to understand and fits the client's life goals.
2. Proven strategies for higher returns on stocks, fixed income and real estate investments.
3. Strategies to reduce Taxes and Fees.
Together we will develop strategies that will grow your capital and preserve your wealth throughout all stages of your life.