You are a smart, successful, and disciplined person. You understand the value of money and want to choose the right financial advisor to reach your wealth-building goals. However, we understand this can feel overwhelming.
How do you determine the right balance between low risk investment holdings vs. sources of expected return? As important, once you’ve got an appropriate investment portfolio in place, how can you minimize the temptation to react to scary market news?
The lure of trying to time the market may tempt even long-term investors. But outguessing markets isn’t as straightforward as it sounds.
By collectively putting our clients’ interests first, we all can achieve more. The relationship serves as a wellspring for our breadth and depth of distinct services using evidence-based investing and our Cogent Course of Action.
If there’s one thing we love, it’s a sense of adventure. We’re also fond of familiar faces. On both counts, we’re delighted to welcome Elizabeth “Liz” Winkle as our new Client Relationship Specialist at Cogent Strategic Wealth.
You need a wealth advisor who is experienced at adeptly delivering a proven client experience. At Cogent Strategic Wealth, our big-picture aim is to bring key critical components to bear on your financial well-being,