Our approach to personalizing your wealth planning

To develop your plan, we follow a comprehensive process designed to help us develop a true sense of who you are and what you expect, so that we can build a custom strategy to manage and preserve your wealth, and build a legacy. Our well-structured and established process is strategically designed to help us develop a true sense of who you are and what you want to accomplish so that we can then customize a comprehensive plan for moving forward.

We are gratified to work with several generations of the many families we serve.
Cohen Financial Management

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Cohen Financial Management of Raymond James

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.