wealth management

Latest Posts in wealth management

Ambitious Wealth – A Full Universe of Investments

Michael Cohn is the President and Chief Investment Strategist of the New York City-based firm Atlantis Asset Management. As registered investment advisors, Michael Cohn and his team formulate a plan to achieve...

Jeanne Brutman Bakes Cookies by the Numbers

Jeanne’s  focus is the whole picture, not just about investments and insurance, but includes real estate, estate planning, and sometimes family planning.