Cowan Wealth Management Group

Experience Personalized Excellence in Wealth Solutions.

Wealth Management and Trust Services

Proactive Counsel

Realize your goals by coordinating the right strategy, resources and support. As our personal circumstances change and external influences transpire, effective wealth planning is sustained through diligent management, the highest fiduciary standards of service and proactive counsel.

Our Solutions

Embrace the Unforeseen with Confidence: Tailored Financial Solutions Guided by Integrity

In a world that is often unpredictable and filled with unexpected challenges, we are here to serve as your steadfast guide on your financial journey. Our commitment to integrity ensures that we provide tailored solutions that align with your unique needs and aspirations.

Wealth Protection & Transfer

Gain access to a comprehensive range of strategies specifically designed to safeguard and grow your wealth. Our offerings include estate planning, tax-efficient wealth transfer, multi-generational wealth management, offshore trusts, and seamless business succession planning.

Strategic Philanthropy

With Cowan Wealth Management Group, When making charitable contributions, it is essential to ensure that your gifts not only benefit the recipients but also align with your broader strategic, philanthropic, and financial goals. With a thoughtful approach to philanthropy, you can create a harmonious connection between your charitable endeavors and your long-term vision for positive change.

Asset-Specific Analysis & Planning

We specialize in comprehensive planning that covers a wide spectrum of needs, ranging from effectively managing concentrated equity risk to navigating the intricacies of private market investments and creating custom hedging strategies.

Estate Settlement & Administration

At our firm, we understand the importance of effective estate management. We are dedicated to providing the necessary resources and expertise to ensure that estates are handled with care, aiming to maximize their value

Family Governance

Our dedicated team is here to provide the expertise and support you need to ensure the sustainable management of your family's wealth for future generations

Family Wealth Fundamentals

Facilitate Seamless Wealth Transfer with Next-Generation Planning, Productive Conversations, and a Tailored Approach for Your Family