OUR MISSION:  EXCEED CLIENT EXPECTATIONS IN ALL AREAS OF WEALTH MANAGEMENT, PLANNING, AND STRATEGY, INCLUDING:

• Ongoing Communication
• Portfolio Management  
• Preparation of Investment Policy Statements
• Long-Term Financial Needs Analysis
• Coordination with CPAs, Attorneys, and Succession Planning Specialists to Help Maximize Opportunities and Manage Risk and Tax Liability

VALUE PROPOSITION 

As independent advisors, we offer advice designed solely on what we feel is best for you.  Our clients choose from an unlimited universe of investments and services, free from proprietary or product pressures, revenue requirements or conflicts of interest.

DIFFERENTIATION 

At Feltheimer Cohn & Associates, our most deeply held principle is that clients come first.  This requires transparency and education. We work to ensure that clients understand fee structure, processes and portfolio policies.  Over time, we develop a level of understanding that enables informed choices about your financial security, tax structure and estate and legacy planning.  With over 60 years of combined background in financial advisory services, our managing partners draw from a complete portfolio of capabilities to provide you with a customized investment program.