Who We Are

Our comprehensive, Private Family Office approach to managing wealth provides distinctive, caring and personalized attention. They say a rising tide lifts all boats. Yet, when the waters recede guidance is even more important. In navigating the complexities of the financial markets, the members of The Cowan Group have the experience and dedication to help guide our clients in their efforts to grow, preserve and transfer wealth. We develop tailored strategies that align with their financial goals and values while also anticipating their changing individual and family needs.

We are located in the Wells Fargo Center in the heart of Palm Beach Gardens.  The private office provides an intimate setting conducive to conversations which are vital to the investment planning process.  Our Group has the pleasure of working with uniquely successful families, medical practices and other businesses. We do not provide legal or tax advice yet, we do work closely with our clients’ tax and legal professionals to help ensure even complex estate planning and financial needs are addressed.  This partnering along with our lengthy experience and capabilities, provides a synergy for the most sophisticated wealth strategies.

Our Promise

We will always act in an unbiased manner to give sound financial advice and put our clients at the center of what we do. We believe in being completely transparent, informative and educational. It is our commitment to provide effective planning, excellent communication and integrity for our clients in a comfortable, private family office setting.

We offer a variety of educational presentations at our Education Center to introduce ourselves to the investing public. We welcome the opportunity for you to meet us at our next event or contact us for a private consultation. Please review our schedule on this website under "Upcoming Seminars". The Cowan Group engages new family relationships with minimum investable assets of one million dollars. 

...Vast Capabilities, Custom Strategies