Because You’re Not Like Everyone Else.

You Deserve More Than an Off-the-Shelf Wealth Management Solution.

It’s Taken Hard Work and Dedication to Get Where You are Today. We’re Here to Help You Keep it That Way

We bring decades of Wall Street experience and financial planning services tailored for highly successful individuals that will power through any market conditions. Together, we can build durable, lasting wealth so you can live life on your terms.

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Our Promise to You:
A Different Approach to Wealth Management

Imagine finding a team of financial professionals who want to intimately understand your financial concerns and objectives, then craft a personalized plan that pursues the life of your dreams.  Introducing our three-step strategic process.

Design | Build | Protect® Life on Your Terms

Design

We explore your financial and personal world. Here we do a deep dive into understanding your life, financial goals, and concerns.

Protect

We don’t just provide support, we also give you ongoing guidance and education to help ensure your life stays on track. We’re here for all of your long-term success.

Build

We put the pieces of your financial puzzle together. Using extensive research and proven tactics, we help ensure that all aspects of your holistic financial plan are addressed for maximum success.

Design | Build | Protect Life on Your Terms

Design

We explore your financial and personal world. Here we do a deep dive into understanding your life, financial goals, and concerns.

Build

We put the pieces of your financial puzzle together. Using extensive research and proven tactics, we help ensure that all aspects of your holistic financial plan are addressed for maximum success.

Protect

We don’t just provide support, we also give you ongoing guidance and education to help ensure your life stays on track. We’re here for all of your long-term success.

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Intelligent Investing Without Relying on Subjective Forecasts

At Cogent, we invest alongside our clients using Evidence-Driven Investing™. We bring clarity and confidence to your wealth management experience. We focus on areas where we can have an edge – distilling research into actionable insights and effectively managing portfolios with a systematic approach that investors trust even when conditions get tough. 

Creating the Life You Want... With Our Help

We help highly successful individuals and families navigate financial complexities daily. We are here to listen and understand – your worries become our mission.

Cogent helps you organize your financial life.

Cogent will never tell you what to do. It’s our job to help educate you on your options and tradeoffs so you can make objective decisions. 

Cogent’s job is to create and execute a purposeful plan to get you to your desired financial destination.

Cogent invests alongside our clients, so we have skin in the game.

Cogent does the heavy lifting of managing your wealth so you can live a life of joy.

Cogent Insights

Stay updated on the latest financial, tax, and estate planning strategies.

Building a Legacy for Loved Ones: It is More Than Just Money
Building a Legacy for Loved Ones: It is More Than Just Money
“Legacy.” It’s a big word with different meanings for millions of American families. As someone who’s done very well for yourself, we understand how important...
Investment Tactics for Estate Plans: Guide for Affluent Investors
Investment Tactics for Estate Plans: Guide for Affluent Investors
Let’s say you’re planning a lifetime trip to trek through the Himalayas. You wouldn’t go mountain climbing without proper planning and the equipment to scale...
Building a Lasting Legacy: Personalized Estate Planning Strategies
Building a Lasting Legacy: Personalized Estate Planning Strategies
As a high pursuer, you’re likely in a unique financial situation. You may have sold a business or exercised a substantial stock option recently. You...

Success should be a reward - not an obstacle

Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.