We map your savings, spending, and income sources against the life you want to live, so you can see a clear path to the day work becomes a choice rather than a requirement.

How much can I spend?

We set an individualized, sustainable, and guilt-free spending strategy that points your portfolio back at you and what you want out of life.

We design an investment and withdrawal strategy that accounts for longevity, inflation, and volatility, so you are able to continue living your purpose into and through retirement.

What if the markets turn against me?

We prepare your plan with consideration for market downturns and periods of volatility, with the goal of building a portfolio designed to remain aligned with your long term objectives through changing market conditions.

What if my health changes?

We plan healthcare costs, long-term care, insurance needs, and emergency reserves all around your specific situation and possible future events, so your wealth can confidently take care of your health.

Am I being smart about taxes?

We coordinate Social Security, RMDs, Roth conversions, and every other part of your wealth into one interconnected plan, so you have a withdrawal strategy that keeps the most in your pocket.

Will my family be taken care of?

We align your estate plan, beneficiaries, and giving strategy, so your wealth passes to the people and causes you love, exactly as you intend.

Cosmos Wealth | Wealth Management & Financial Planning.

We guide you into and through life's most important decisions: Retirement.

Every big decision around your wealth ties back to one thing: the life you want to live. That's what makes your questions so daunting, and it's exactly why we are here to guide you.

Retirement.

The day the paychecks stop shouldn't be the day your confidence does. We turn a lifetime of hard work into a plan that'll support your ideal life.

Career transition.

A promotion, an exit, or a pivot. Those are all big career moves that reshape your finances overnight. We help you make the most of these moments.

Tax strategy.

It isn't only what you earn. It's what you keep and protect. We coordinate every decision so taxes are never an afterthought or a surprise.

Healthcare.

Your wealth needs to be able to comfortably support your health. We prepare for rising costs and the unexpected, so a change in health never forces a change in life.

Estate planning.

The wealth you've built should pass on your terms. We structure your estate so your wishes are clear and your family is cared for.

Legacy planning.

Legacy is more than what you leave. It's what you make possible. We help you give with purpose to the people and causes that matter most to you.

Your path to a
life well lived.

The questions around your wealth are inherently tough, and the decisions they lead to will shape the rest of your life. We are here to answer them with a clear, methodical process that starts by getting to know your values, your obstacles, and your goals.

That understanding becomes the foundation of your financial plan. How you spend and save. How you invest. How you plan for taxes, your estate, and the legacy you want to leave. Every piece comes together in one clear plan, with you at the center.

And as life changes, we will always be here, measuring our success against one golden standard: are you living your best life into and through retirement? That is our commitment to you, and it is why we founded Cosmos Wealth.

Daniel Mauser and Jeremy Keating, Co-Founders & Advisors

Clarity starts with a conversation.

Share a few details to get started, then pick a time that works and answer a few quick questions. Three simple steps to your first conversation.

Answering the toughest questions around your wealth.

We guide you into and through life's most important decisions: Retirement.

We hear what you are really asking.

Your path to a
life well lived.

Clarity starts with a conversation.

We guide you into and through life's most important decisions: Retirement.

We hear what you are really asking.

Your path to a life well lived.

Clarity starts with a conversation.

Your path to a
life well lived.