Broomfield, CO Interlocken Crescent Office
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Cohesion Wealth Management, LLC
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About
Cohesion Wealth Management serves individuals (including high-net-worth clients), families, foundations, trusts, estates, employer-sponsored retirement plans, charitable organizations, and certain corporate and institutional clients. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory and consulting services, and implements portfolios through in‑house management, third‑party money managers, and separately managed account platforms.
The firm’s investment process emphasizes aligning portfolios with clients’ values and risk tolerances, diversification across asset classes, and tactical adjustments informed by its assessment of broader market cycles; Cohesion uses tools such as Nitrogen for risk profiling and MoneyGuide Pro for planning. It also conducts due diligence on alternative investments and digital assets and limits such recommendations to clients who meet sophistication or accreditation criteria, while monitoring these positions and integrating them into clients’ overall plans.
Uncommonly for a firm of its size, Cohesion has institutional pension/plan consulting capabilities and offers ERISA 3(21) and 3(38) plan services using systems such as the ScorecardSM from Retirement Plan Advisory Group. The firm also discloses affiliated business relationships—including related entities used for tax and insurance services—and routinely works with or recommends other investment advisers and third‑party managers (Envestnet, SmartX, Prosperity Capital), reflecting an adviser model that combines direct management with outsourced expertise and specialized client services.
Based on Cohesion Wealth Management, LLC
Expertise
Based on Cohesion Wealth Management, LLC
Location
380 Interlocken Crescent, Suite 260
Broomfield CO 80021
Advisors at this office
3
Advisors at this office
Eric V
Series 66
Broomfield, CO
Cohesion Wealth Management, LLC
Eric Veve is a financial advisor at Cohesion Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including American Portfolios Financial Services, Inc. and Epiqwest Financial Corp. In addition to his advisory role, Veve is a partner in a THC-free hemp farming business and has ownership stakes in related financial and insurance ventures. Cohesion Wealth Management serves a diverse clientele including individuals, families, foundations, and institutional clients, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach focuses on aligning portfolios with client values and risk profiles, employing diversified strategies and tactical adjustments informed by market cycle analysis.
Bryan S
CFP®, Series 66
Broomfield, CO
Cohesion Wealth Management, LLC
Bryan Sullivan is a CFP® with 19 years of industry experience, currently serving at Cohesion Wealth Management, LLC since 2020. He also has experience with Asset Exchange and American Portfolios Financial Service, Inc., among other firms. Outside of investment advisory, he is involved in marketing through The Asset Exchange and manages insurance sales and agent supervision at Epiqwest Financial Corporation. Cohesion Wealth Management provides investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, families, foundations, trusts, and institutional clients. The firm utilizes a diversified, values-based investment approach with tactical adjustments and offers specialized pension and plan consulting services uncommon for its size.
Nikole L
Series 65
Broomfield, CO
Cohesion Wealth Management, LLC
Nikole Larson is a financial advisor at Cohesion Wealth Management, LLC with nine years at the firm and four years of industry experience. She holds a Series 65 designation and has provided bookkeeping and accounting services as an independent contractor outside of investment advising. Cohesion Wealth Management serves individuals, families, foundations, trusts, estates, retirement plans, charitable organizations, and institutional clients with discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes client alignment, diversification, tactical market adjustments, and integrates both in-house and third-party management, including unique capabilities in institutional pension consulting.
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