Jason Cohen

My Background

For more than 10 years, I have assisted affluent individuals / families, corporations, trusts, charities and Government entities seeking to protect - and grow - their hard-earned wealth. I take a holistic approach to wealth management where I consistently give financial oversight, to help my clients reach their goals.

All of which including but not limited to: Investment Management, Life transitions, Business ownership and major assets planning, Retirement, tax and estate planning, and Liquidity planning for Corporations and other entities.

As a Professional Financial Planner (PFP), I provide independent guidance; meet with my clients regularly to help keep them informed and confident in their long-term planning; make myself available as a reliable and knowledgeable resource for all their financial needs; and have access to a team of experts, to ensure that the approach I take for all clients is all-inclusive.