Welcome to The Cohen Group, a wealth management team at Merrill in Las Vegas. We love to help busy families build and preserve their wealth. With more than six decades of combined experience, our dedication to helping families across the country at various stages in their lives has translated into long-standing relationships, many of which span three and four generations.Some of our clients are raising families, accumulating wealth and planning their financial futures, while others are more focused on retirement income, asset preservation or preserving a legacy for future generations.While every client is unique in their circumstances, our mission is to offer straightforward answers and strategies that lead to smarter, more informed decisions.Our cohesive structure is designed to provide a consistently high level of service to you and your family throughout your lifetimes.We begin every relationship with a conversation, helping you identify and prioritize which goals matter most. We know there isn’t a one-size-fits-all answer to personal finance. That’s why the recommendations we make are customized to your unique and specific objectives and will adapt as your priorities change.Once your strategy is in place, we regularly track its progress relative to your defined objectives and suggest any changes where needed. We accomplish this through periodic check-ins with you throughout the year, either in person or virtually.A cornerstone to our planning is creating and consistently updating your personal financial plan. Life changes are expected and we're here for you along the way.At The Cohen Group, we pledge to remain a constant in your life, and we’re here to guide you and your family today and in the future.We welcome the opportunity to speak with you and show you how we can be a valued resource for every stage of your financial life.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you.Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations?It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come.With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.
CEPA®, CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.