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CohnReznick Wealth Management


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Private Client Insurance Services
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CohnReznick Wealth Management provides private client insurance services and is a registered investment advisor. It has established contractual relationships with investment managers. Those companies are positioned to provide comprehensive financial planning and wealth management services to our clients.

Our client relationships are based on a deep mutual trust and total objectivity — we don't sell investment management products nor do we earn commissions from our investment recommendations. Our mission is to address your financial goals efficiently and successfully, imparting comfort and peace of mind as we work hard to achieve your objectives.

Our seasoned professionals have extensive knowledge of all aspects of financial planning, investment management, and risk management.

Financial Planning
CohnReznick Wealth Management works with your relationship partner at CohnReznick and other experienced professionals to guarantee a uniquely integrated approach and to formulate a financial plan that will meet your needs. From the outset, we identify the nature of the planning that is appropriate for each client. Unlike other financial planners, we don't believe that one size fits all, but rather, that each client's plan should be tailored so that it truly addresses issues of unique personal importance. Importantly, our financial plans are not one-time, static documents. They evolve as we implement and monitor solutions as circumstances, both market-driven and personal, warrant.

Investment Planning and Management
Our first step is to really get to know you. We want to fully understand your short- and long-term objectives. Next, we will evaluate your current financial structure and then prepare custom, asset-allocated investment plans that include retirement assets and a risk management analysis. We will educate you about all available options and implement your plan using our in-house professionals and outside independent investment managers. These managers have been chosen based on integrity, proven performance, and the investment opportunities they provide.

Private Client Insurance Services
Choosing the right insurance is often a difficult process filled with uncertainties. There are so many options…What type of coverage and how much? What are the appropriate premium costs? The decisions you make must protect your family's wealth and be based on your short- and long-term needs and the goals you have set. CohnReznick Wealth Management assists clients in evaluating and implementing insurance products and services, including life, trust-owned life, life settlement, disability and long-term care and key-person life.

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Renewable Energy

Renewable Energy

Timothy F. Kemper, Renewable Energy Practice Leader, addresses the audience at a recent renewable energy industry conference.

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Working With Us

Working With Us

What makes CohnReznick different from others in our profession? And what should our clients come to expect when working with us? The answer is The CohnReznick Advantage. Contact us to learn how we can out the CohnReznick Advantage to work for your business.


People

The value of an organization is determined by the skills and qualities of its leaders. With more than 280 partners serving clients nationwide, CohnReznick is renowned for the diverse experiences, knowledge and backgrounds of its leadership.

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Services

We align our services in three segments: Accounting and Assurance, Tax, and Advisory. This approach allows us to provide holistic solutions to complex business problems and to seize upon opportunities requiring an integrated approach.

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Industries

Accounting and tax issues different significantly based on an organization's industry. We provide clients with expertise in nearly two dozen industries – we know the opportunities, the obstacles, the competitive landscape.

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Insights

CohnReznick professionals are thought leaders in their industries. Clients benefit from relevant and timely economic, legislative and industry insights that can keep them a step ahead of competition.

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Global Reach

Our involvement in the Nexia International network of firms enables us assist our clients wherever they do business-providing local expertise and connections wherever they needed. Nexia is comprised of 20,000 professionals operating in over 100 countries.

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