How to create a plan to reach your financial goals.

Cogent Strategic Wealth Founder and CEO Michael Evans, shares how he experienced some of the same frustrations you may have when planning for the future. 

Michael Evans: One thing I found in my personal life before I founded Cogent Strategic Wealth was that there was always a disconnect. Whether it was my resources, my income, my investments, or even my insurance, there was always a disconnect between these things and my goals. I understand how this feels and want to help you create a plan to reach your goals: reuniting you and your money. 

FREE RESOURCE: Realizing your financial dreams by utilizing a Personal CFO

The Cogent Difference

At Cogent Strategic Wealth, we want to create a strong connection between where you are now and where you are going – and have everything in your financial life point in that same direction. We offer you a promise that at all times we act as a fiduciary, so that every near- and long-term decision that is made is based on your best interest. 

We are proud to be able to partner with our clients through our Cogent Course of Action to be able to ascertain where they are now and where they are going. We are proud to be able to apply unique solutions to their specific situation and to be able to curate a vast number of specific subject matter experts in different fields such as estate planning, tax, risk management, and investments. 

6-Month Money-Back Guarantee

We take your financial future seriously. So, we offer our clients a 6-month money-back guarantee. Yes, you read that right. After six months, if you are not satisfied with the progress we have made together, we’ll refund our management fees. 

All of this is done so that you, as the client, can align all of your resources with your goals and obligations. 

How to Work with Cogent Strategic Wealth 

Take the first step today to align your resources with your financial goals:

  1. Schedule a FREE 30-Minute call so we can discover what your goals are
  2. Meet with our team to determine the right steps for aligning your resources
  3. Work a financial plan tailored specifically for you. 

Don’t leave your financial future to chance – let’s get started reuniting you and your money.

You need a financial advisor that understands you and your specific needs. Let Cogent Strategic Wealth help you develop a financial plan tailored specifically to your financial goals.