You’ve worked hard to accomplish wonderful things in your life, and our greatest desire is to help you spend more time doing whatever you enjoy with the people you love most. Whether that’s traveling the world and experiencing new cultures, giving more to the organizations you care about, or just having downtime with your family and friends, we strive to give you the time and freedom to do more of it.
Our goal is to bring clarity to your financial life and taking the weight of managing your wealth off your shoulders. In doing so, we work to empower you to go boldly in the direction of your dreams, knowing you have a plan in place and a clear vision for the future to live the life you love.
We develop close relationships with our clients, and our objective is to provide tailored, curated wealth management services that support a lifetime of enrichment. Our goal is to oversee the whole picture of your financial landscape so you can focus on what is most meaningful to you.
Exiting a business requires an intricate balance of personal and professional goals. David Cohn understands the complex needs of business owners and, and he helps you identify innovative cash-flow strategies and solutions to to help sustain your lifestyle after a sale or other monetization event.
We work with our clients to understand their overall financial plan, risk tolerance, and family dynamics to understand their financial goals. Our team works with you to identify creative financial strategies and we strive to help our clients meet their life's purpose. We understand that each client is different and we can open your eyes to new opportunities.
We specialize in serving business owners, affluent families, and others preparing for a transition of wealth. We deliver a highly personal and sophisticated planning experience that empowers you to create the future you imagine and live the life you love. Our goal is to help you navigate the transition from growing wealth to creating a lifetime, sustainable income that adapts to your changing goals and needs. We believe a truly rich life is the freedom to pursue your passions, spend time with those you love, and make a meaningful impact on the world around you.
We pride ourselves in maintaining a substantial network of exceptional people, and we help each client put together a personalized team of qualified, trusted professionals to support their financial goals.
Relationships are the core of our practice, and our mission is to become our clients’ go-to source of wise counsel. We walk the path of life with them, and provide encouragement, guidance, and compassion for life’s twists and turns.
We strive to be at the forefront of the planning industry, and we are constantly studying to provide the best possible advice. Our team consists of diverse backgrounds and experiences, and some of our advisors such as, David Cohn, hold designations such as: Certified Exit Planning Advisor®, CERTIFIED FINANCIAL PLANNER™, and more.