Wealth Management

Whether you're an individual or business owner, it can be quite challenging to build and maintain your financial health and security. But it doesn’t have to be that way. We can help by designing tax-efficient investment plans that work for you today - and in the future.

We’ll review your investment portfolio and objectives, and work with you to create a customized financial plan, including succession planning, children's education, retirement planning, and estate planning.  We’ll regularly review your plan and financial statements to ensure that you stay on track. And to ensure you’re getting the best tax planning advice, we’ll work with your accountant and lawyer as your dedicated financial team.

Depending on your unique circumstances and needs, your plan may include:

These products and services are provided by Cowan Financial Solutions in our Cambridge office. 

Our team of skilled professionals will deliver the information and advice you need to manage your wealth with confidence. Contact us today to get started.

Mutual Funds and Segregated Funds provided by the Fund Companies
are offered through Worldsource Financial Management Inc.
Other products and services are offered through Cowan Insurance Ltd.