Are you living Life on Your Terms?
You are a fast-paced, ambitious individual with the financial success to prove it. As a high achiever, your days are full, your mind is occupied, and your time is often limited. But you long to have a plan to eventually transition into the lifestyle you truly want. The issue? Many successful people don’t have the proper support to make a transition successfully—they’re either attempting to go at it alone or working with an advisor they’ve outgrown.
Let us get you to your best life
You need a financial advisor who is seeking to understand you and develop a plan tailored to your exact needs and aspirations. That’s exactly what we do through our Design | Build | Protect Life on Your Terms strategic approach
Together, we explore, understand and clarify your life and financial goals.
Extensively researching and applying evidence-based strategies, we put all the wheels of your holistic financial plan in motion.
Through continual analysis, advice and education, we help you stay on track.
Don’t leave your financial future to chance.
Hi, I'm Michael
I founded Cogent Strategic Wealth to offer a better solution for high achievers and earners who are at the top of their game. Our clients have a common goal: to ultimately make work optional and a find a guide to help get them there. Through our Design | Build | Protect Life on Your Terms strategic approach, we help you live your definition of success.
If you’re new here, I want you to know that I am one of you—I follow the same process for my own family and am committed to serving in your best interest as a fee-only fiduciary. Our approach is rooted in science, not guesswork, and is always customized to your needs.
We help make your wealth as high achieving as you.
Working with us means experiencing…
A sense of calm.
And confidence when you collaborate with your Cogent Team to create a plan that organizes and optimizes your finances.
As a fiduciary, we pledge to put your needs first at all times. And as a fee-only firm, we don’t earn commissions. Your own goals and best interest are our focus.
A smarter way to invest and plan.
We rely on decades of peer-reviewed, evidence-based research—rather than intuition or gut—to build and protect your financial strategy.
The best of both worlds.
We bring you the personal touch of an advisor partner backed by national thought leadership, strategic partners, wide-ranging resources and intellectual insight.
A Resource for Investors
Pursue a Better Investment Experience 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 GUIDE on Evidence-Based Investing and the 10 Key Principles to Improve Your Odds of Success. Less guesswork. More science.Access The Guide
Together, let’s Design, Build and Protect Life on Your Terms.
Set up time to talk, and let our team at Cogent Strategic Wealth create a plan to help you achieve your financial and lifestyle goals.