At Cohesion Wealth Advisors, we have extended our experience and network of professionals to provide a high tier of service to a wider range of individuals. We are one of the few advisors in Dallas that is able to do what we do - offer the professional services of an in-house CPA, an attorney team, and financial advisors to families and individuals that are ready to take control of their finances.
We commit to challenging conventional, product-centric financial firms and methods by providing you with innovative, customer-focused strategies to improve your family's tax efficiencies. We do this by putting you at the heart of our business and by developing our relationship based on trust. When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
We commit to challenging conventional, product-centric financial firms and methods by providing you with innovative, customer-focused strategies to improve your family's tax efficiencies. We do this by putting you at the heart of our business and by developing our relationship based on trust. When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Services
At Cohesion Wealth, we believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. Robert is a financial advisor at Cohesion Wealth Advisors, where he helps clients with their individualized retirement and financial planning objectives.
Often, a financial advisor and CPA are the two most trusted professionals in one's financial life. At Cohesion Wealth Advisors, our mission is to combine the two into one, serving as a one-stop resource for tax, accounting, and financial services. When our financial advisors and accountants work together, we can help you identify tax savings opportunities, reinforce shared ideas, as well as preserve and grow your accumulated wealth.
Our interdisciplinary approach is designed to address your financial needs, goals, and dreams wherever life may lead you along the way. Rather than adjust investments as taxes happen, we anticipate tax concerns and develop portfolios accordingly, acting proactively instead of reactively. By assisting with taxes, accounting, and financial services, we strive to tie these services together and ensure a client's strategies are working cohesively.
Updates to your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you. Recommendations regarding positioning of investments within your employer provided retirement plans, such as 401(k)s. Quarterly "market watch" letter detailing our firm's research, analysis and view of the current state of the investment markets.
We commit to challenging conventional, product-centric financial firms and methods by providing you with innovative, customer-focused strategies to improve your family's tax efficiencies. We do this by putting you at the heart of our business and by developing our relationship based on trust. Cohesion Wealth Advisors, LLC expands on the deliverable that our CPA team provides by taking it from a preparer role to a full service Tax Planning firm.
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