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.

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Our Services

Everyone needs a financial advisor they can trust. At JECohen, we cultivate partnerships with our clients, built on trust and integrity, leading to strategies that better align with the financial goals they want to achieve.

Wealth Management

Financial planning strategies for your future, today.

Retirement Planning

Achieve financial independence in retirement.

Investment Management

Align your investments with your financial goals.

Trust & Estate Planning

Establish a smart strategy for your most valuable assets.