wealth management

Latest Posts in wealth management

Ambitious Wealth – A Full Universe of Investments

Michael Cohn is the President and Chief Investment Strategist of the New York City-based firm Atlantis Asset Management. As registered investment advisors, Michael Cohn and his team formulate a plan to achieve...

Managing Wealth with his Heart – Jonathan Gassman

Jonathan Gassman has taken his knowledge as a CPA and combined it with his experience as a certified financial planner CFP® to provide a heightened level of service to his clients. He is known among his colleagues as an exceptional financial strategist who provides consistent, long-term value to his clients.  


Jeanne Brutman Bakes Cookies by the Numbers

Jeanne’s  focus is the whole picture, not just about investments and insurance, but includes real estate, estate planning, and sometimes family planning.