ACHIEVE MORE

THE
POWER
OF
MORE

We focus our firepower to your specific challenges, from the most essential to the more complex.

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By providing core and creative solutions to all that money touches, we look to make a meaningful difference in your life.

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At Cohen Capital, we aim to always achieve more for you.

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As a boutique wealth management firm, we are at the ready with curated resources, services and advice.

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Frequently Asked Questions

TEAM

RELATABLE
ADVICE

Confident and professional, we also are down-to-earth and easygoing, creating a relaxed rapport for insightful and meaningful connections.

  • Benjamin Cohen

    CFP®

    Managing Partner

  • Michael Cohen

    MBA, WMS™

    Founding Chairman

  • James Appel

    CFP®

    Partner

  • John Postel

    AAMS™, CEPA®

    Managing Director, Investments

  • John M. Crain

    AAMS®

    Financial Advisor

  • Richard Horwitch

    MBA

    Financial Advisor

  • Erika Wolek

    CFP®

    Senior VP, Financial Planning

  • Camille Johnson

    Senior Client Service Associate

  • Molly Dierks

    Managing Director, COO

  • Matt Tienda

    Senior Client Service Associate

  • Sara Munoz

    Operations Specialist

SERVICES

ALL-
ENCOMPASSING
COUNSEL

Our aim is to give you relevant, thoughtful and unexpected advice on everything that involves money so you can impact what matters.

  • Applying our extensive experience, we build a portfolio to support your goals and needs.

  • We provide access to a range of services and strategies to help efficiently pass on your wealth to your beneficiaries in a manner that reflects your personal values and objectives.

  • Since considerable wealth comes with complex cash needs, we help oversee your daily finances, borrowing, and liquidity demands.

  • We aim to safeguard and preserve your capital and risk management to help support your needs and maintain your standard of living.

  • We work closely with you to help manage the structure and relationships among family members, and the direction your family seeks to go in over time.

ACHIEVE MORE