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Our Purpose

To Empower Families To Fulfill Their Dreams.

 

Our Mission

Providing The Wisdom To Promote Financial Success.

Your Success Is our Only Mission.

Our Strategy

The Financial Strategies (The Swing) Are More Important Than the Products (Clubs).
There Are No Mulligans in Retirement Planning.

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Our Team

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Saul Cohen, CLU, ChFC

President, CEO

561.799.9778
scohen@wealthwithwisdomadvisors.com

Since 1988, Saul has been involved in the Insurance and Financial Services industry. He has developed his own clientele and mentored and trained over 100 young entrants into the field. As a result he has touched the financial lives of thousands of families, businesses and organizations. He partners with his clients to demonstrate how they may achieve Life Success through the application of peace of mind strategies that are based on economic truth, knowledge, and wisdom. The goal is the creation and preservation of wealth for his clients, while they continue to lead a balanced and fulfilled lives. 

Saul Cohen holds the following important credentials:

Chartered Life Underwriter- CLU
Chartered Financial Consultant- ChFC

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Home Office - 2000 PGA Blvd, Suite 4440
Palm Beach Gardens, FL 33408

 

  •  FL: 561.799.9778
  •  NY: 212.574.8139
  •  info@wealthwithwisdomadvisors.com
  •  Fax: 718.732.2542
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wealth With Wisdom Advisors, Inc. and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Wealth With Wisdom Advisors, Inc. a Registered Investment Advisor in the State of Florida.  Insurance products and services are offered through Wealth With Wisdom Financial Services.  Wealth With Wisdom Advisors, Inc. and Wealth With Wisdom Financial Services are affiliated companies.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted.    

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