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7979 East Tufts Avenue, Suite 1575, Denver, CO 80237-4173

(303) 793-9393
Michael.Cohen@tnwmllc.com
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Your trust. Our expertise.

Your trust. Our expertise.

Our mission is to be your steadfast compass on the journey to financial freedom. We are committed to building lasting relationships based on trust and loyalty, offering financial guidance rooted in honesty and transparency.

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Our Dedicated Team

Our Dedicated Team

We strive to navigate the complexities of wealth management, focusing on each client's unique goals and aspirations with confidence and clarity.

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Our Clients

We maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Entrepreneurs & Executives

Those specifically who are nearing a business transition.

Agri-Business Owners

Agri-Business Owners

 Empowering farm families to navigate the complexities of generational transitions.

Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement.

High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals.

Moments That Matter | Mike Cohen

Schedule A Consultation

If you're ready to take charge of your financial future, let’s explore your goals together. Schedule a consultation, and see how our expertise can support your journey to financial success.

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Our Services

Retirement

Your most important financial milestone

Wealth Management

Portfolio construction and risk management

Business Succession Planning

Prepare your business for the next generation

Estate Strategy

Strategies for every phase of life

Financial Independence

Your ultimate goal for a secure future

Investment Planning

Strategic growth tailored to your needs

Estate Planning Strategies

Supporting the preservation of your legacy for future generations

Business Owner Planning

Helping you to strengthen and sustain your enterprise

Business Owner Questionnaires

Our suite of strategic tools is designed to provide you with key insights into different aspects of your business. Whether you're looking to reduce your reliance on day-to-day operations, assess the risks in your portfolio, or evaluate your readiness for a successful exit, these questionnaires will help you gain a deeper understanding of where you stand and what steps to take next.

Owner Dependency Index

Determine how much your business relies on you and identify ways to reduce this dependency for smoother operations.

Owner Dependency Index

Portfolio Risk Analysis

Analyze the risk factors in your portfolio to ensure your investments align with your long-term business goals.

Portfolio Risk Analysis

Business Exit Readiness Index

Evaluate your preparedness for a successful exit strategy and uncover areas that need attention before making your move. 

Business Exit Readiness Index

Our Four Step Process

STEP

1

Assess


We take the time to thoroughly understand your current financial situation, personal goals, and unique challenges to conduct a detailed analysis of your financial health.

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STEP

2

Strategize

We develop a tailored financial plan that aligns with your specific goals and circumstances. We work with you to set clear, actionable financial goals and prioritize them according to your needs and timeline.

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STEP

3

Implement

We put your customized financial plan into action, coordinating with other professionals as needed (such as attorneys or accountants) to ensure seamless implementation and continuous monitoring and adjustments. 

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STEP

4

Ongoing Management

We provide ongoing management of your financial plan, adapting to new opportunities and challenges. Our proactive approach ensures your strategy stays aligned with your goals as your life and circumstances evolve.

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Get your financial journey started today.

Our mission is to guide you and your family toward financial freedom. We invest time in understanding your unique goals, values, and financial landscape, ensuring that our transparent and honest approach builds a lasting partnership that paves the way for your financial success.

Schedule an Appointment

Let’s start the conversation. Submit this form to schedule an initial meeting, and I'll tailor my approach to support your financial journey based on your background and needs.

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