Let’s build a plan that’s right for you.
Our business is personal
JECohen is a New Orleans-based wealth management firm that puts people first, always. We believe in helping clients and their families create successful strategies for their financial futures. So whether you’re saving for retirement, looking for a new advisor to help you reach your goals, or navigating a big life change and its financial impacts, we’re here for you.
What we do
With everything going on in the world and the markets, you need a financial advisor you can trust. We partner with clients to provide strategies that work for them.
Wealth Management
Plan for a healthy financial future, today.
Investment Management
Align your investments with your goals & priorities.
Retirement Planning
Achieve financial independence in retirement.
Trust & Estate Planning
Establish a smart strategy for your assets.
Working together
Let's talk about what matters to you. Use the form belowon the right to schedule a complimentary financial planning session with one of our advisors, or give us a call.
Schedule Complimentary Financial Planning Session
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