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Cohesion Wealth Advisors, LLC focuses on the planning and management of clients' needs. Our services include:

Investment Oversight Service

  • Review your investments and design and appropriate a personalized portfolio
  • Continual monitoring of your investments
  • Periodic meetings to review and evaluate your investment portfolio
  • Updates to your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
  • Quarterly Statements
  • Independent Advice
  • Recommendations regarding positioning of investments within your employer provided retirement plans, such as 401(k)s
  • Quarterly “market watch” letter detailing our firm’s research, analysis and view of the current state of the investment markets

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax solutions including tax advantaged investments
  • Up-to-date advice on new tax laws that can affect your situation

Retirement Income & Distribution Planning

  • Analysis of your income needs, both now and in the future
  • Continual development and implementation of recommendations to fund your income needs
  • Analysis of the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Beneficiary review of your IRAs and life insurance policies

Family Wealth Planning

  • Analysis of your current estate plan and wealth transfer concerns
  • Complimentary consultation with your attorney
  • Assistance in transferring assets to your Trust
  • Guidance with the appropriate, necessary steps in the event of the death of a loved one

Client Services & Communications

  • Quarterly Newsletter to keep you apprised of the most current planning options
  • Periodic reviews of accounts and life events
  • Special reports on how to help reduce your taxes and other important topics
  • Special events, including client appreciation events