Who We Are
Frustrated with many aspects of the current state of misalignment of interests and the degradation of service in the wealth management industry, we at Members’ Wealth were determined to build a firm that put service before all else.
Our Team Members
For nearly three decades, the Team Members of Members’ Wealth have worked in financial services firms within various roles, and across a variety of corporate structures (investor-owned, client-owned, employee-owned, and public companies).
Our Strategic Advisors
We seek to further enhance our client’s experience through the use of Strategic Advisors. These external advisors work with the Members' Wealth team to deliver the best possible experience to our clients through their expertise.
Strategic Tax & Planning Advisors
Marty Cohen, CPA
Marty has decades in the accounting and tax business and has recently sold his practice. As he completes his transition to the new owner, we knew it would be fantastic for our clients if Marty could join as a Strategic Advisor to help review our client’s tax returns, at no additional cost to the client. Most clients have their own accountants. But sometimes, an extra set of eyes from an experienced CPA who can review your return can prove to be beneficial. Not only is Marty available to help those who would like to have their tax return reviewed, but he is also there to help your Members’ Wealth service team be proactive throughout the year to seek to improve your tax efficiency. Most importantly, in line with Members’ Wealth efforts to promote conflict free advice, he will provide advice and consulting but not paid for services nor do tax returns for clients.
Martin Cohen – President and founder (2001) of Cohen & Company Consulting, P.C. Cohen & Company was a full-service accounting firm that was dedicated to providing their clients with professional, personalized services and guidance in a wide range of financial and business needs. After growing the business for 22 years, Martin successfully sold the practice in 2022 and is working for the acquiring firm for two years to help transition clients.
Our Principles
At Members’ Wealth we believe everyone deserves a comprehensive financial plan that charts a course to individualized prosperity and a better life, not just the ultrawealthy. In achieving this, we strive to make our clients lives easier and bring them financial comfort so they can focus on what matters to them most.
Two Clear Takeaways
Wealth Management is a Service Business
Wealth management is a service business and should be treated as such with proper incentives.
Corporate Structure should align with Service
Our Model
Members’ Wealth was conceived with the goal of bringing the most sought-after and needed financial advice and services to family wealth management.
Members' Wealth focuses on service to client first and foremost.
Why Members' Wealth
Members' Wealth is the next evolution of private wealth management.
Two Clear Benefits
Members' Wealth focuses on the delivery of benefits and services
By successfully doing so, more of the firm revenue can go to improving the Members' experience rather than to marketing and sales. The focus on service is the marketing as clients share their experiences with all who will listen, thus organically driving sales.
Clients benefit from the integration and community of our organization
Our Organization
Reinvent the way you experience Wealth Management with an organization built for service. Gain financial preparedness with a comprehensive holistic strategy custom tailored to suit your needs.
We are not a Product, we are a Service
Reinvent the way You Experience
Wealth Management
