Jason Cohen's Contact Details

Jason Cohen's Company Details

Wealth Advocate Group

Shaker Heights, OH, US • 5 - 9 Employees
Financial Services

At Wealth Advocate Group we take a meticulous approach to every detail that can impact your financial life. We are concerned first and foremost with delivering deep value and a caring-first approach that is often unexpected. Our collective experience has shown us that when we deliver more than people expect, we are better positioned to increase the probability of their success. As CERTIFIED FINANCIAL PLANNERS™, we are committed to a planning-first philosophy for clients that always includes education and transparency. When clients have clarity and understanding about their financial picture and how their money is being invested, they are likely to make better long-term decisions. Our approach is designed to educate, strategize, protect, monitor and implement for our clients through a consistent and high level of expertise, empathy, and thought.As fiduciaries, we act in your best interest on a continuous basis. Our goal is to design, implement, and monitor a custom-tailored financial plan and investment portfolio through our deep bench of services and expertise. We help our clients work towards financial independence on their terms.