Wealth Management for Individual Investors

At JECohen, a New Orleans-based wealth management firm that serves clients nationwide, we put people first, always.

Whether you’re an individual saving for retirement or looking to build wealth for your family, our financial advisors are here to support your goals. We customize our approach to fit your needs – our business is personal.

Our JECohen financial advisors are poised to support individuals at all stages of their financial journey. Our proven proprietary approach and personalized investment strategies build generational wealth for our clients. We are here to connect you to opportunity.

Our Services

It can be hard to talk about your personal finances, but our business is personal. Everyone needs a financial advisor they can trust. Whether you’re the first in your family to amass wealth or you’re seeking more sophisticated financial and investing strategies for your family’s generational wealth, JECohen is a trusted partner. We cultivate partnerships with our clients built on trust and integrity that lead to strategies that better align with the financial goals you want to achieve.

Wealth Management

Financial success happens when you team up with someone you can trust to help you reach your goals. Leverage one of our trusted financial advisors to guide you through the complexities of wealth management. Our approach is designed to prepare you for uncertainties and position you for a worry-free future, today.

Retirement Planning

Up to today, you’ve done all the work to achieve a comfortable retirement. Now let’s plan for tomorrow, together, to maintain your financial independence.

Investment Management

There’s something for everyone but that doesn’t mean you need everything. With traditional and alternative investment opportunities available, we provide options that make the most sense for you by aligning our recommendations with your financial goals.

Trust & Estate Planning

Establishing a smart strategy for your most valuable assets allows you to protect what matters most for who matters most.