A complete list of active advisors currently associated with Cohesion Wealth Management, LLC

Warmer can help you find a great advisor at Cohesion Wealth Management, LLC or one who fits your needs even better.

Cohesion Wealth Management provides investment management and financial planning to a mix of individual and institutional clients, including high‑net‑worth individuals, foundations, trusts, estates, charitable organizations, and employer‑sponsored retirement plans. Services cover discretionary and non‑discretionary portfolio management, stand‑alone and integrated financial planning, and retirement plan consulting and implementation support. The firm uses a planning‑first process to set objectives and then builds portfolios using a combination of stocks, bonds, ETFs, mutual funds, third‑party managers and, when appropriate, alternative investments; it supplements client risk assessment with third‑party tools such as Nitrogen and delivers consolidated reporting via platforms like MoneyGuide Pro and Black Diamond. Cohesion implements tactical allocation views informed by its “Market Season” framework, and leverages platform programs (Envestnet Private Wealth Management and SmartX UMA) or TPMMs to execute customized strategies. Several operational and service features distinguish Cohesion from many peers: it maintains affiliated entities for tax/marketing and insurance services, licenses the ScorecardSM system for retirement plan fund analysis, and provides ERISA 3(21)/3(38) plan fiduciary and consulting services. The firm also documents a capacity to access and advise on alternative investments and digital assets for qualified clients, uses standing letters of authorization that affect custody procedures, and routinely integrates third‑party manager relationships—characteristics that are less typical for teams of comparable size.

To learn more about the advisors currently working at Cohesion Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.