E. Cohen is committed to helping you secure your financial future. Through a strategic partnership with Impact Capital, a member of E. Cohen’s Family of Companies, clients receive integrated wealth management and investment advice as well as tax and estate planning services. We will work with you to understand your key retirement objectives as well as other goals and tie in a tax and investment approach tailored to meet your needs. Together, we establish a thoughtful and thorough plan that can help you live the life you envision by:
Impact Capital creates customized investment solutions by considering all the components that affect your financial well-being. Their advisors are fiduciaries, which means your interests come first. Their fees are transparent and there are no hidden agendas. Their independent investment specialists provide financial peace of mind through coordinated investment and financial advice. Your investment success is encouraged by comprehensive counsel that keeps you moving forward. With the resources of the E. Cohen Family of Companies, we build enduring relationships with our clients by customizing services to suit your needs, and do it with the utmost integrity, confidentiality, and personal attention.
We have been taking care of some of the region’s most prominent companies, individuals, and families with our comprehensive suite of services. Together, we bring a coordinated effort among departments that is not available through most traditional firms or sole solution providers.
To learn how we can help you be better equipped to secure your financial future, please contact us today, and we will arrange to have Impact Capital provide you with a complimentary portfolio review and .