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The right plan to achieve your financial goals.

We help high-achieving individuals, like yourself, develop clear goals for your financial future and guide you in taking the right steps to achieve them.

Schedule a Free Call

Independent Advisor

Fee Only Services

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? 

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.

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How It Works

Step 1

Schedule a FREE 30-Minute
Discovery Phone Call

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 FREE 30-Minute Discovery Phone Call.

Schedule a Free Call

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Free Resource

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.

6-Month Money Back Guarantee

After 6 months, if you are not satisfied with the progress we have made together, we’ll refund our management fees.

Discover more of what makes Cogent a Trusted Advisor

Our clients look like…


The pressures of building your practice don’t need to be amplified by not having a plan for your financial future. Our services clearly paint a path towards your financial goals, so you can freely focus on building your practice.

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You need a financial advisor that knows what it’s like to not only be a woman in professional fields, but one who can build a financial plan that aligns with your specific values.

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With a background in Trading, the CEO of Cogent (Michael) fully understands the pressure of your career and why you need a financial advisor that can help you create a plan for your financial goals.

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High-Achieving Professionals

Reaching your financial goals affects not just you but your family as well. Make sure your family is taken care of through estate planning, wealth transference, and legacy building.

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Do you have a plan for your financial goals?

You shouldn’t have to work through your financial plan alone. The market is unpredictable and the financial options are endless. Don’t leave your financial future to chance. You need someone that not only understands you and your needs, but can also help you simplify your financial life.

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.

Schedule a Free Call

Featured Resources

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