Our Services

The Howard & Cohen Financial Consulting Group of Wells Fargo Advisors is comprised of three individuals whose focus is to help a select group of individuals, families, businesses and institutions to build, manage, protect and transition wealth. Our comprehensive wealth management strategy encompasses all aspects of investing as well as access to banking, lending services through Wells Fargo affiliates, liability management; trust, estate, and fiduciary services; and risk management using insurance and other asset protection strategies as appropriate. We serve as fiduciaries and work diligently to provide the highest standard of care to you and your wealth.

Our strategy begins with listening to you: your story, experiences, desires, goals and objectives. We analyze this information to create an Envision® Plan designed just for you. This is the road map we use to develop strategies and solutions to meet your goals and objectives.

We will present the Envision® plan to you and explain our recommendations in a manner that you will understand and appreciate. We will offer you an independent, objective, unbiased and cost effective financial strategy. Our team will continue to monitor and evaluate your plan, making adjustments as needed to manage and help protect your wealth. Ideally, we will meet to review your strategy on a semi-annual basis; however, we will meet as often as you wish, to suit your comfort level.