Cohesion Wealth Advisors

Often, a CPA and financial advisor are the two most trusted professionals in one’s financial life. Knowing this, John Mark became a founding partner of Cohesion Wealth Advisors, LLC in the summer of 2016. We are excited for you to get to know the rest of our team and hope you will lean on them for questions and guidance so they too can serve your needs.

Visit our in-house team’s website at www.cohesionwealth.com


At Cohesion Wealth Advisors, our mission is to serve as a one-stop resource for tax, accounting, and financial services.

When our financial advisors and accountants work together, we can help you identify tax savings opportunities, reinforce shared ideas, as well as preserve and grow your accumulated wealth. As a full-service firm, we work with our in-house CPAs to turn roadblocks into opportunities by helping with tax, income, retirement, and family wealth planning.

We are committed to challenging conventional, product-centric financial firms and methods by providing our clients with innovative, customer-focused strategies.

OUR APPROACH

Our interdisciplinary approach is designed to address your financial needs, goals, and dreams wherever life may lead you along the way. Rather than adjust investments as taxes happen, we anticipate tax concerns and develop portfolios accordingly, acting proactively instead of reactively. By assisting with taxes, accounting, and financial services, we strive to tie these services together and ensure a client’s strategies are working cohesively.

We are committed to serving as your professional concierge. We provide a higher level of service designed to simplify the execution of your financial and tax needs. Our goal is to help you understand your financial objectives so you can make prudent decisions regarding your family’s future.

OUR ADVANTAGE

At Cohesion Wealth Advisors, LLC, we expand on the deliverable that our CPA team provides by going beyond a preparer role to a full-service tax planning firm. We believe in helping your family get out of the traditional financial check boxes by implementing forward thinking strategies and by challenging what has already been done. Through this innovative approach, we can help you answer questions like:

  • How can I create a steady stream of income that will last through retirement?
  • How much should I be paying in taxes?
  • Which investment strategies are more tax-advantaged than others?
  • What are the tax implications of my inheritance or other lifestyle changes?
  • Are my investments working hard enough?
  • How can I leave a legacy to my family in a tax-efficient manner?
  • What are the elements of a sound succession plan?
  • Do I have enough life insurance to protect my family?
  • How can I better protect my business from unexpected events?
  • When can I retire?

Our extensive knowledge of tax management and tax planning strategies is what sets us apart from your traditional financial firms.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a initial consultation below.

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At Prewitt CPA, PLLC, we've been serving the accounting needs of Dallas, TX and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We happily offer initial consultations to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

Prewitt CPA, PLLC


4245 N Central Expressway Suite 235
Dallas, TX 75205

T: 214.528.4511
F: 214.528.1793


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Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. • Investment advisory services offered through SCF Investment Advisors Inc., SCF Securities, Inc., Cohesion Wealth Advisors, LLC, and Prewitt CPA, PLLC are independently owned and operated. • Securities offerings limited to residents of LA, OK, AR, TX CA, KS, ME. • Check the background of this investment professional on FINRA's BrokerCheck

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