MELVILLE, NY–(BUSINESS WIRE)–April 21, 2022–
The Wealth Alliance, a registered advisory firm with offices in Melville, NY and Boca Raton, FL, announces the addition of Seth Cohan, AIF®, CLTC®, a seasoned financial advisor with over 35 years of experience in the financial services sector and $225 million in brokerage-based and managed assets.
Prior to joining The Wealth Alliance, Cohan was a founder and partner of RCA Capital Group, LLC – a Commonwealth Financial Network company that has experienced substantial growth. He also launched and grew LAD Associates into a well-established company. As part of his many daily responsibilities, he works collaboratively with clients to help them achieve their financial planning goals. Cohan holds the Accredited Investment Fiduciary (AIF) designation and a Certification in Long Term Care Insurance (CLTC).
Founded by Robert Conzo and Eric Diton in August 2019, The Wealth Alliance uses a holistic and unbiased approach to financial planning and coordinates closely with client attorneys, chartered accountants and other financial advisors. The company aims to create an alliance of trusted professionals, working together to meet each client’s unique financial needs and goals. Conzo and Diton collectively have over 55 years of providing comprehensive financial planning services to clients. The Wealth Alliance manages $1.4 billion in brokerage-based and managed assets (as of 12/31/21).
“After conducting an exhaustive search and reviewing several offers, I couldn’t be more excited to join The Wealth Alliance in the next phase of my career,” said Cohan. “The Wealth Alliance has a wide range of experienced financial professionals with various skills and designations, including CFP, CPA, CIMA and CRPC, as well as two Forbes Best-in-State Wealth Advisors. I chose to join the firm because of its team-oriented approach to helping clients achieve their goals. I look forward to providing the best service and research to my clients as part of The Wealth Alliance family.
Janet Tilchen, a seasoned client service associate with many years of accounting experience, will also join the firm to continue supporting Cohan’s clients. The company offers a full range of services to individuals, including portfolio management, elder care planning, succession planning, estate planning, insurance planning, education savings and restructuring of debts. Additionally, the company helps business owners with their complex business challenges, offering services such as business monetization and succession, corporate pension plans, and business advisory services.
“When we launched The Wealth Alliance, we envisioned building a business that empowered financial advisors to take control of their business, from marketing their practice to creating a personalized succession plan,” said Conzo and Say. “We are thrilled to see our vision come to life as we welcome Seth and Janet to our team.”
For more information about The Wealth Alliance, please visit: www.thewealthalliance.com
About Wealth Alliance
The Wealth Alliance is a registered investment advisory firm based in Melville, NY and Boca Raton, FL, providing comprehensive financial planning for individuals and businesses. Working with Fidelity Investments and other high-quality companies, The Wealth Alliance’s team of seasoned advisors and top service professionals is fully committed to revolutionizing the client experience. Advisory services are only offered to clients or prospective clients for whom The Wealth Alliance and its representatives are duly licensed or exempt from licensing.
Fidelity Investments is an independent company, not affiliated with The Wealth Alliance. Fidelity Investments is a service provider of The Wealth Alliance. There is no form of partnership or legal affiliation between Fidelity Investments and The Wealth Alliance, and such relationship is not created or implied by the information contained herein. Fidelity Institutional® provides clearing, custody or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1024303.1.0
The Forbes Ranking of the State’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, primarily obtained through telephone and in-person due diligence interviews, and quantitative data. Advisors considered have at least seven years of experience, and the algorithm weighs factors such as revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for ranking. Awards or rankings are not indicative of future success or results and should not be construed as an endorsement by the Advisor.
See the source version on businesswire.com: https://www.businesswire.com/news/home/20220421005686/en/
CONTACT: Gregory FCA for The Wealth Alliance
KEYWORD: UNITED STATES NORTH AMERICA NEW YORK
SECTOR KEYWORD: ADVISORY ACCOUNTING PROFESSIONAL SERVICES FINANCE
SOURCE: The Wealth Alliance
Copyright BusinessWire 2022.
PUBLISHED: 04/21/2022 09:14 AM/DISC: 04/21/2022 09:14 AM