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Custom planning to make your wealth as high-achieving as you are.

An investment and wealth management approach that addresses the unique and complex financial challenges you face.

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As a professional, you face hurdles that are anything but standard.

Your income is high, but so is your liability and your stress. You’ve got big goals to meet and you need to know someone has your back. Making a mistake in your financial planning or investments can be deleterious to you and those you love, and you may not recover. Trusting the wrong financial advice can have the same effect on your financial future.

Adding complexity, women high-achievers are not willing to take financial advice they don’t feel confident in. You’ve worked extra hard to get to where you are and you deserve honest financial advice from a team who understands what it’s like to be a professional woman.

We give high-achievers the confidence and a plan you are looking for.

We intentionally partner with a select group of high achievers and earners who are at the top of their game. You long to have a plan to transition away in the future from the fast-paced life you’ve created. Even though you are killing it financially, you worry you are unprepared to make the transition successfully. 

You may feel vulnerable as you go at it alone or work with an advisor you and your circumstances have outgrown. You don’t want to miss out or be left behind. 

By ignoring the situation and doing nothing, you feel frozen and ineffective. 

Get started Living Life on Your Terms


Together, let’s take deliberate action to achieve your vision of success.

The Cogent Strategic Wealth team knows you’ve worked hard to get to where you are, and you need a team of financial experts to work hard for you. Our Design | Build |  Protect Life on Your Terms strategic approach process is designed to provide visibility into the future and to increase your probability of success. Your financial security is important, and we are here to work with you to enhance your financial well-being.

Schedule a call with a Cogent advisor and get started building an investment plan that works for you.


It’s time to be more intentional with your finances.

Financial security is critical, and while we can’t predict the market, we can work with you to create a tailored financial plan that you feel confident and secure in. Don’t leave your financial future to chance—trust a team of professionals who understands you and your goals.

The Cogent Strategic Wealth team is ready to work with you, side-by-side to help build a custom plan to secure your financial future.

Get Started with a Call