Wealth Management

JECohen is a New Orleans-based wealth management firm that puts people first, always. Whether you’re saving for retirement, looking for a new financial advisor to help you reach your goals, or navigating a big life change and its financial impacts, we’re here for you.

Our Approach

JECohen's advisors can support you wherever you are on your financial journey. We offer tailored financial advice that accounts for today's rapidly changing world and markets.

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What We Do

You need a financial advisor you can trust. We partner with clients to provide strategies that work for them.

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.