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The right plan to make your wealth as high-achieving as you.

We help successful individuals, like yourself, capture your stellar earnings, build durable wealth and make work optional.


Independent Advisor

Online Consultations Available

Tailored Advice & Management

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.

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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.


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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 Now

The 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. 

Discover more of what makes Cogent a Trusted Advisor

What Cogent Offers…

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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.

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Cogent Strategic Wealth has made our team accessible through Online Consultations. Get advice on your portfolio from the comfort of your own home.

Schedule Now

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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.

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multigenerational family


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.

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Life 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.


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