What are we talking about? It’s the risks your family faces if only one of you is the sole “boss” of the household finances. Most families have a household CFO, but what if the non-CFO partner is unexpectedly left in charge?
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,
If you're an attorney or similar high-end professional earning $400,000+/year, let's face it: Your basic tax-advantaged retirement contribution limits won't cut it.
If you’re a high-earning professional, there can be complicated gaps lurking in your policies’ fine print, exposing you to dangerous risks. Successful families are well-advised to ensure that the excess liability coverage they think they’ve got is actually optimized for their unique needs.