About the Kohn Team
We help clients make smart financial decisions today to shape a confident and fulfilling tomorrow. With 28 years of experience, we provide fiduciary guidance through holistic financial planning that includes retirement, education, risk, and investment management. We take the time to understand what matters most to you and your family, delivering personalized strategies supported by clear planning, ongoing education, and access to top institutional money managers. Clients value our thoughtful approach, prompt communication, and genuine care, co-creating your financial future with trusted, independent advice.
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Wealth Enhancement Welcomes Kohn Wealth Management Advisors
By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.
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Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation