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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TEAM
RELATABLE
ADVICE
Confident and professional, we also are down-to-earth and easygoing, creating a relaxed rapport for insightful and meaningful connections.
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Benjamin Cohen
CFP®
Managing Partner
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Michael Cohen
MBA, WMS™
Founding Chairman
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James Appel
CFP®
Partner
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John Postel
AAMS™, CEPA®
Managing Director, Investments
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John M. Crain
AAMS®
Financial Advisor
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Richard Horwitch
MBA
Financial Advisor
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Erika Wolek
CFP®
Senior VP, Financial Planning
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Camille Johnson
Senior Client Service Associate
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Molly Dierks
Managing Director, COO
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Matt Tienda
Senior Client Service Associate
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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.
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Applying our extensive experience, we build a portfolio to support your goals and needs.
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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.
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Since considerable wealth comes with complex cash needs, we help oversee your daily finances, borrowing, and liquidity demands.
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We aim to safeguard and preserve your capital and risk management to help support your needs and maintain your standard of living.
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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
