MELVILLE, N.Y.–(BUSINESS WIRE)–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 veteran financial advisor with over 35 years of experience in the financial services industry and $225 million in managed and brokerage-based assets.
Prior to joining The Wealth Alliance, Cohan was a Founder and Partner at RCA Capital Group, LLC — a Commonwealth Financial Network firm that experienced substantial growth. He also started and grew LAD Associates into a well-established firm. As part of his many daily responsibilities, he works collaboratively with clients to help 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 utilizes a holistic, unbiased approach to financial planning and coordinates closely with clients’ attorneys, Certified Public Accountants and other financial advisors. The firm aims to create an alliance of trusted professionals, collaborating to meet each client’s unique financial needs and goals. Conzo and Diton collectively have 55+ years providing comprehensive financial planning services to clients. The Wealth Alliance manages $1.4 billion in managed and brokerage-based assets (as of 12/31/21).
“After conducting an exhaustive search and considering multiple 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 deep bench of experienced financial professionals with diverse skill sets and designations, including CFP, CPA, CIMA and CRPC, as well as two Forbes Best-in-State Wealth Advisors. I chose to join the firm due to its team-oriented approach to helping clients achieve their goals. I look forward to providing the best-in-class service and research to my clients as part of The Wealth Alliance family.”
Janet Tilchen, a seasoned Client Service Associate with many years of prior accounting experience, will also join the firm to continue to support Cohan’s client base. The firm offers a full range of services for individuals, including portfolio management, elder care planning, succession planning, estate planning, insurance planning, education savings and debt restructuring. In addition, the firm helps business owners navigate their complex business challenges, offering services such as business monetization & succession, corporate retirement plans and business consulting services.
“When we started The Wealth Alliance, we envisioned creating a firm that allows financial advisors to take control of their business, from marketing their practice to creating a customized succession plan,” said Conzo and Diton. “We are pleased to see our vision come to life as we welcome Seth and Janet to our team.”
For more information on The Wealth Alliance, please visit: www.thewealthalliance.com
About The Wealth Alliance
The Wealth Alliance is a registered investment advisory firm based in Melville, NY and Boca Raton, FL, that delivers comprehensive financial planning to individuals and businesses. Working with Fidelity Investments and other high-quality firms, The Wealth Alliance’s team of seasoned advisors and top-tier service professionals are fully committed to revolutionizing the client experience. Advisory services are only offered to clients or prospective clients where The Wealth Alliance and its representatives are properly licensed or exempt from licensure.
Fidelity Investments is an independent company, unaffiliated with The Wealth Alliance. Fidelity Investments is a service provider to The Wealth Alliance. There is no form of partnership or legal affiliation between Fidelity Investments and The Wealth Alliance nor is such a relationship created or implied by the information 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 Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like 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 receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results and should not be construed as an endorsement of the advisor.