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It’s time to give your future a nice present.

Our Business

People before products.

Marc Cozza and Rebecca Cohen, co-owners and Creative Directors of CO Projects, have been working closely with our Wealth Management team.

As an independent, boutique company, we’re not bound by in-house products or a single approach. When you sit down with us, you’re the only one in the room.

Marc Cozza and Rebecca Cohen, co-owners and Creative Directors of CO Projects, have been working closely with our Wealth Management team.
Financial Rapport

Speak freely.

A strong bond with a trusted advisor is one of the best assets you can have. Whether we’re meeting face-to-face or over the phone, we’re always going to be open to what works best for you.

Tools for Life

We’ll help you build a plan.

  • To invest
  • Manage risk
  • Save for education
  • Retire comfortably
  • Give charitably
  • Plan your estate wisely
Financial Services

How else can we help?

  • Private Bank

    World-class advising. One-on-one service.
    Learn more
  • Business Banking

    Big-bank business smarts. Small-bank human beings.
    Learn more