Category: wealth management
Share:
Maximize Your Wealth Before the 2024 Ball Drops: 10 Year-End Financial Strategies for High Achievers
As the year draws to a close, it’s a prime time for reflection—not just on your personal achievements and milestones but also on your financial...
Share:
High Achievers: Turning Wealth into a Purposeful Life
Once all of our bills are paid, money becomes a tool we use to pursue the most important goals, whether securing our future, enjoying life,...
Share:
Turning Your Wealth Into A Purposeful Resource
Once you’ve reached a certain level of wealth, you may start thinking, “What comes next?” It’s not uncommon for your focus to move from accumulation...
Share:
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...
Share:
How the Right Fiduciary Advisor Can Impact Your Financial Results
Building substantial wealth takes a major commitment on your part. It’s more than luck. Winning the lottery doesn’t count. This is why highly successful individuals...
Share:
Three Advantages When You Partner With A Fiduciary Wealth Advisor
A term you will hear when you discuss wealth management is “fiduciary.” But what does it mean to be a fiduciary wealth advisor, and how...
Share:
Why Successful Entrepreneurs Use the Services of a Fiduciary Wealth Manager
Over the years, we’ve met many successful entrepreneurs, business owners, professionals, and retirees who have told us that while they have accumulated substantial wealth, they...
Share:
Discover Cogent Strategic Wealth’s Enhanced Site Today!
At Cogent Strategic Wealth , we understand that high achievers and high-income earners like you seek a wealth management experience that’s as unique and exceptional...
Share:
Catching Up With Kelly Stanley
There’s been a change or two since Kelly Stanley, CFP®, MBA joined Cogent Strategic Wealth in 2015 as a seasoned wealth advisor. In 2021, she...
Share:
Video: 3 Ways for High-Income Earners to Pay Less in Taxes
by Michael Evans, Founder & Wealth Manager Cogent Strategic Wealth Are your earnings considerably higher than you’d planned for? Are you selling a thriving business,...
Share:
A Practical Guide for Giving in Abundance, Even When Times Feel Scarce
by Michael Evans, Founder & Wealth Manager Like many of the hard-driving professional families I advise, my wife and I come from an abundance mindset....
Share:
How to Find an Advisor You Can Trust
by Larry Swedroe, Chief Resource Office, Buckingham Strategic Partners Several years ago, I met with a wealthy widow who had been quite a bit wealthier...
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.