Cohn Private Wealth

Cohn Private Wealth is a forward-thinking wealth management practice, with a focus on generating uncorrelated returns for investors while managing market risk. We utilize alternative asset classes such as hedge funds and real estate to achieve client investment goals. Our team offers complete and bespoke financial planning services such as wealth, estate, and insurance planning tailored to each client’s unique objectives.

Forward-Thinking Solutions

Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.

Alternative Investments

Access to investment strategies traditionally utilized by institutional investors, including hedge funds, real estate mandates and other private investment vehicles.

Advice + Managed Platform

A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.

Traditional Brokerage

A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.

Experience + Independence

Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.

Holistic Wealth Advice

Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.

Cohn Private Wealth

Forward-Thinking Solutions

Experience + Independence

Holistic Wealth Advice

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