Where carefully managed wealth is a
FAMILY TRADITION

You seek an experienced wealth advisory team that will develop a comprehensive financial plan to address every essential financial matter in your life. Plus, you want highly accountable and accessible professionals who deliver a high degree of attentive service.

You are concerned with ensuring that the money you have worked so hard to earn will be well managed and preserved, enabling you to enjoy your retirement and someday leave a legacy for your family.

At Cohen & Son Wealth Management of Raymond James, you will find a dedicated team with nearly 100 years of combined experience in financial planning and investment management – committed to enhancing your family’s financial well-being for generations.