Sophisticated wealth management to serve your individual needs
The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.
Services we offer
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
News & resources
The popular rise of lifetime income on annuities
What factors could help the markets and economy prosper in 2025?
Extending the runway to achieve the inflation target
Hidden benefits of 529 plans
What to do after a loved one passes away
Financial resolutions for 2025
Allocation check-in
Sophisticated wealth management to serve your individual needs
- Cohen Investment Management of Raymond James
- 4000 Civic Center Dr Ste 500 San Rafael, CA 94903-4177
- T 415.870.2470
- F 844.262.4816
- Map & Directions
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