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Helping women professionals reach their financial goals.

An investment and wealth management approach that prioritizes your goals, values and dreams.


Don’t settle for investment advice that doesn’t feel right.

Most people are willing to take financial advice they don’t feel confident in, leaving them feeling overwhelmed and unsure about what to do next. Planning your financial future can feel complex. You’ve worked hard to get to where you are and you want to protect yourself against an uncertain market.

You deserve honest financial advice from someone who understands what it’s like to be a professional woman.

The Cogent Strategic Wealth team is intimately familiar with the challenges and opportunities faced by women in professional fields.

Kelly Stanley is a Cogent Wealth Advisor and Certified Financial Planner™ who works side-by-side with professional women, just like you, to build structured and personalized financial strategies. Kelly is passionate about working with you to build a financial plan to reach your goals.

Schedule a call with Kelly, to get started building a financial plan that works for you.

Schedule a Call with Kelly

Kelly Stanley, Partner & Wealth Advisor

Kelly Stanley

partner & Wealth Advisor CFP®

A Resource for Investors

7 Reasons why you need an Evidence-Based Strategy to achieve your financial goals.

The market is unpredictable, however, there is a mountain of data and proven practices when it comes to investing. Download this FREE PDF to see why an Evidence-Based Strategy will help bring you peace of mind when it comes to your financial future.

Download Now

The right plan for women professionals.

Step 1

Schedule a 30-Minute
Discovery Phone Call

Talk with one our team of 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 30-Minute Discovery Phone Call.

Schedule a 30-Minute Call

Your financial future shouldn’t be left to chance.

You shouldn’t have to work through your financial plan alone. With unpredictable markets and endless financial options available, how do you know what the right move is? Don’t leave your financial future to chance. You need someone that not only understands you and your needs, but can also help you simplify your financial life.

Let the team at Cogent Strategic Wealth work with you, side-by-side to create a plan tailored just for you.

Schedule a 30-Minute Call