Category: wealth management

How the Right Fiduciary Advisor Can Impact Your Financial Results
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...
Three Advantages When You Partner With A Fiduciary Wealth Advisor
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...
Why Successful Entrepreneurs Use the Services of a Fiduciary Wealth Manager
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...
Discover Cogent Strategic Wealth’s Enhanced Site Today!
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...
Catching Up With Kelly Stanley
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...
Video: 3 Ways for High-Income Earners to Pay Less in Taxes
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,...
A Practical Guide for Giving in Abundance, Even When Times Feel Scarce
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....
How to Find an Advisor You Can Trust
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...
Are You Tipping the Government by Paying Too Much in Taxes?
Are You Tipping the Government by Paying Too Much in Taxes?
by Michael Evans, Founder & Wealth Manager If a powerful genie were to grant us one wish related to your financial well-being, I would wish...
Video: Do You Have Clarity That You Are on the Right Track?
Video: Do You Have Clarity That You Are on the Right Track?
Life is a series of tradeoffs, but do you feel that you are missing out? Do you have the confidence, the clarity, to know it’s...
More Money Has Been Lost Waiting for Corrections Than in Them
More Money Has Been Lost Waiting for Corrections Than in Them
by Michael Evans, Founder & Wealth Manager 2022 has been a tough and confusing year for investors. If you’ve been thinking about getting out of...
Video: How Working With an Objective Advisor Can Make a Difference
Video: How Working With an Objective Advisor Can Make a Difference
So what’s really important for you? How do you build a plan based around the evidence that’s out there and how do you apply it...

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.