Don’t leave your financial future to chance.
You have spent your entire life working hard to set your lifestyle at a certain level and accumulating the wealth that you have. What comes next? How do you protect yourself against an uncertain market? How can you make your wealth last? Do you have a plan that meets your definition of success?
Good is never good enough.
It’s what drives us to find clear, academic answers to your every question. And every follow-up question. Until all that’s left is clarity, comfort and a strategy built to your specific needs and values.
You need a financial advisor that understands you and your specific needs. Let Cogent Strategic Wealth help you develop a financial plan tailored specifically to your financial goals.
See how we Design, Build and Protect your wealth strategy. Explore now.
Featured Resources
Ready to start your Cogent Experience?
Step 1
Schedule a 30-Minute Consultation
Talk with a member of our team of advisors so we can hear what success looks like for you, what your current financial plans are, and determine next steps.
Step 2
Determine The Right Steps
for Your Goals
There are numerous options available to you, but which ones work with your specific goals, values and investment style? Meet with our team either virtually or in our Chicago office to see what steps you need to take to help reach your financial goals.
Step 3
Work a Financial Plan
Tailored Specifically For You
Confidently follow a plan that helps moves you towards your financial goals. Our team is there with you every step of the way to offer advice, planning, and investment management services.
Take the first step today.
Schedule a call with us.
As Seen On
A Resource for Investors
7 Reasons why you need an Evidence-Based Strategy to achieve your financial goals.
The market is unpredictable, however, there is a mountain of data and proven practices when it comes to investing. Download this FREE PDF to see why an Evidence-Based Strategy will help bring you peace of mind when it comes to your financial future.
Download NowThe Cogent Difference
Independent Fiduciary
This means that we are on your side and being an independent advisor, we can make decisions that work for you, not mandated by a large corporation. We take our fiduciary duty seriously.
Proactive Approach
Your financial future is too important to merely react to unexpected events in your life. We look ahead and take proactive steps to help you be prepared for anything.
We Inspire and Elevate
You define success and we help you achieve it. We act as a partner for planning your life's transitions or support for unexpected events. We are not just a financial coach.
What Cogent Offers…
Portfolio
Double Check
Will your current portfolio make it through market volatility? Let Cogent Strategic Wealth take a second look at your portfolio and give you advice on the steps you should be taking.
Online
Consultations
Cogent Strategic Wealth has made our team accessible through Online Consultations. Get advice on your portfolio from the comfort of your own home.
Resources for
Research
Our blogs are full of the information and strategies you need for these uncertain times. Hear from our team on what you can be doing to secure your financial future.
Family
Support
Now is a great time to look at your family financial plan, including your Estate Plan. Let Cogent Strategic Wealth help you adjust your financial plan to meet the changes in the marketplace.
Schedule NowLife isn't linear: Your plan shouldn't be either.
You shouldn’t have to work through your financial plan alone. Navigating your finances through each phase of life requires more than just a plan. It requires a partner. Michael Evans and Kelly Stanley are with you through every step acting as a trusted confidant and fearless guide - your first phone call when something happens.
Take Control of Your Financial Future
Schedule a consultation today and let the team at Cogent Strategic Wealth work with you to create a plan to help you achieve your financial goals.
Featured Resources
15 Questions to Ask Before Choosing an Advisor
