Scott Cohen joins Winthrop Wealth bringing 17 years of experience helping individuals and families navigate complex financial decisions, with a focus on making sure every aspect of a client’s financial life is working together toward the same goals. He would like to be known for the depth of his client relationships and for the kind of steady, attentive presence that clients come to rely on through both the routine and the significant moments.

Scott’s work centers on the transition into and through retirement, specifically the shift from building wealth to living from it thoughtfully and sustainably. This phase of financial life demands a different kind of attention than the accumulation years, and Scott has sought to make it a specialty. He works in close coordination with each client’s broader team of professionals, including CPAs and estate attorneys, to keep planning cohesive and strategies aligned with the bigger picture. He has a particular commitment to clients who have lost a spouse, and brings to those relationships both technical depth and personal steadiness.

Before entering financial services, Scott helped to build a food sales and marketing company from the ground up into one of the largest food brokers in New England. He later spent seven years at the forefront of digital music distribution. That background as an entrepreneur informs how Scott thinks about planning, complexity, and what is genuinely at stake for the clients he serves. He holds the LUTCF® and RICP® designations and earned his degree in psychology from Clark University.

Scott grew up in Hull, Massachusetts and lives in Framingham with his partner of 28 years, Lisa. When he is not working, he is likely planning his next trip, hunting down a restaurant featured on Diners, Drive-Ins and Dives, or cooking something without a recipe. He volunteers with Compassionate Friends, supporting families grieving the loss of a child, and with Compassion and Choices, advocating for expanded end-of-life care options for the terminally ill. He is also a Harvard-certified mixologist, a fact that tends to come up sooner or later.