Executive Summary

Mission Statement

We are committed to challenge conventional product centric financial firms and methods by providing clients with innovative, customer-focused strategies to improve Tax efficiencies, Income, Retirement and Family Wealth Planning by putting our clients at the heart of our business, developing relationships based on trust.

Partners & Experience

Robert H. Rinker, CLU ChFC – 19 years in Financial Services
J. M. Prewitt, CPA – Prewitt CPA, PLLC – Managing Member/Owner since 2012
Matthew Bonadona – 11 years in Financial Services

Strategic Direction

By combining our Financial Service practices with JM Prewitt, CPA, as well as building a team of legal experts, we will implement a Wealth Management & Tax Planning practice to coincide with our Mission Statement shown above. Most clients of CPA’s today have a relationship of tax preparation. Cohesion Wealth Advisors, LLC, will expand the deliverable of JM Prewitt, CPA from a preparer to a full service Tax Planning firm while growing our existing clients organically. By developing a cohesive unit, our clients will experience a level of service unmatched in today’s environment. Clients will have all areas of their financial lives in one space, from tax efficient investing to the design and implementation of a complete multi-generational, trust-based wealth transfer. Cohesion Wealth Advisors, LLC has a focus on planning and management of client’s needs, expansion through acquisition of existing advisors’ practices and the development of a “Producer Group” where other representatives can join our firm and share our vision to grow with our help and expertise.