Category: wealth management
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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...
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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...
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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...
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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...
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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...
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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...
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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,...
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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....
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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...
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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...
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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...
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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...
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.