We believe in listening to our clients, understanding each specific situation and
need. Our advisors offer a unique and tailored approach to building financial
security. From our initial meeting to our final report, our focus continues with periodic reviews to ensure that each portfolio continues to meet our clients’ needs.
The ability to successfully execute a financial plan depends on many factors: thorough research, intensive analysis and identification of an appropriate plan tailored to our clients’ tolerance of risk and return. Our satisfied clientele is a testament to the quality and thoroughness of our work.
We believe that strong, clear communication is the cornerstone of our success. From the moment we engage our clients, we listen. Our business recognizes that your needs and concerns are unique. Our approach to communicating our findings and advice to you is also done in a manner that will benefit the individual not the masses.
StoneRiver Wealth Management is an independent financial planning and wealth management consulting firm. As an independent firm, we are able to offer unbiased, conflict free advice to our clients without being bound to proprietary products, services, or investments. We are not wed to any investment banks, insurance companies, or mutual funds. Our independence allows us to provide you with objective financial advice tailored to your individual needs.
From business planning to personal financial planning, we understand that no two clients are the same. Our specialized approach allows us to create a customized financial plan based on your goals. We listen and get to know you so we understand what matters most when it comes to your hard-earned money, developing long-term relationships built on personal attention and an understanding of your long-term financial goals and desires.
Here at StoneRiver Wealth Management our financial planning process rests on three basic principles:
Oren Cohen is the founder and President of StoneRiver Wealth Management. Oren has over 16 years’ experience working with entrepreneurs, small to medium-sized business owners, corporate executives, and multi-generational families. He has dedicated his career to furnishing his clients with the personalized financial advice they require.
As a Registered Investment Adviser, Oren has developed a process to customize his service to the individual client; understand each and every client’s unique situation to better establish objectives, develop appropriate strategies and recommend solutions. Thereafter Oren continually reviews the progress he and his clients are making toward realizing those goals and objectives. Regular client meetings, personalized advice and access to the specialized investment services required by sophisticated investors help to ensure Oren’s clients’ financial situations remain in line with their personal lives.
Oren graduated from California State University of Northridge with Bachelor of Arts in Economics. He currently holds several securities licenses including a series 7, series, 63, and series 66. Oren also holds a California state insurance license.