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Custom financial planning for attorneys.

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


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Don’t settle for an advisor that doesn’t get you.


Most people will settle for standard financial advice, but if you’re a high-achieving professional, that can leave you frustrated and unsure if you trusted the right people with your finances.

As an attorney, you face unique challenges 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.

More Resources for Attorneys


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 process is designed to provide visibility into the future and your probability of success. Your financial security is important and the Cogent team is here with you to take deliberate action to achieve your financial goals, not only with your investments but also across the entirety of your financial well-being.

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

Schedule a Free Call

Free Resource

Overcoming the TOP 5 FINANCIAL CHALLENGES Faced by Attorneys

Attorneys face complex challenges that take a unique approach to overcome them. Years of law school, a large amount of debt, and a fast-paced, high-stress career- just to name a few. Download this FREE PDF to identify the top five challenges attorneys face and how you can overcome them.

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The right plan for attorneys.


Step 1

Schedule a FREE 30-Minute
Discovery Phone Call

Talk with one of our advisors so we can hear what success looks like for you, what your current financial plans are, and determine next steps.

Step 2

Determine The Right Steps
for Your Goals

Meet with our team either virtually or in our Chicago office to go over the options that are right for you, your goals, your values, and your investment style.

Step 3

Work a Financial Plan
Tailored Specifically For You

Confidently follow a plan that moves you towards your financial goals. Our team is there with you every step of the way to offer advice, planning, and investment management services.


Take the first step today.
Schedule a FREE 30-Minute Discovery Phone Call.


Schedule a Free Call



Your financial future shouldn’t be left to chance.


Making a mistake in your law practice can be detrimental to your career, and trusting the wrong financial advice can have the same effect on your financial future. Successful attorneys learn from their experiences, and so do we. Financial security is important to you, so it is important to us. We can’t predict the market, but we can work with you to create a financial plan that you can 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.