Our clients

We provide trusted advice to a select group of highly successful families. We’re proud to have established long-term relationships – often spanning multiple generations – by leveraging our experience and education to help solve complex challenges and build plans best suited to each client.

Company Founders & Executives

Owning or managing a business brings its own unique complexities and challenges. As a financial partner, we understand those complexities and invest in relationships where we can plan for business owners and executives’ financial futures. We assist executives and professionals in planning for challenges such as the concentration of net worth, business valuations, liquidity events, and tax-efficient investing, as well as pre-transaction planning, and retirement and estate planning strategies.

Real Estate Developers*

We collaborate with real estate developers on services such as treasury management, interest rate risk management, and more. In addition, we can provide access to products and services provided by Wells Fargo affiliates that are aimed at meeting their industry-specific needs.

Law Firm Partners

Years of hands-on involvement with the nation’s most successful law firms has given us a distinct perspective on law firm finances. Our team is able to offer access to the Wells Fargo Legal Specialty Group and leverages our deep industry knowledge to help build and preserve our law firm partners’ financial foundations. Philip Cowen Private Wealth Financial Advisor, Managing Director – Investments and Sarah Cowen, Financial Advisor, Senior Vice President – Investments, understand partners’ compensation structure, firm benefits, and unique challenges when planning for retirement.

High-net-worth Families

We work with high-net-worth individuals and their families to provide comprehensive wealth management solutions. We customize our suite of financial services to create a plan which fits each client’s financial goals, while also advising clients and their families to provide financial literacy and maintain wealth for future generations.
* Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Cowen Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, DC, DE, FL, IL, IN, KS, MI, MN, MO, NC, NJ, NV, NY, OH, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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