Navigating Your Finances Through Each Phase of Life Requires More Than Just a Plan - It Requires a Partner
Cogent Strategic Wealth is a Chicago and Southwest Utah-based financial planning and investment management company dedicated to helping our clients define what success looks like and tailor a plan to help them achieve their goals.
We have spent decades studying market moves, planning theories and tax strategies — so you don't have to. We are Cogent Strategic Wealth, advisors and financial specialists who believe that when our lives are guided by a sound plan, we can achieve great things.
We are with you through every step, acting as a trusted confidant and fearless guide, your first phone call when something happens. Let our team help you simplify your financial life, so you can focus on what really matters.
When you work with the Cogent Team:
You achieve clarity.
Live your life now, and when you think about the future, be confident you'll end up exactly where you want to be.
You feel empowered.
Know your financial strategy incorporates layers of hard evidence and is designed around your true needs and wants.
You gain a partner.
Work with a fiduciary advisor who puts your interest first and gets to the core of your values and goals to collaborate as life happens.
Not having a plan can bring risk, frustration, and not meeting your financial goals. We believe you have worked too hard to get to where you are to not have a plan for your future.
Our Values Put Clients First
- We have integrity in all we do.
- We strive to always act for the greater good of the client, not our self-interest.
- We are passionate about our work while having fun.
- We treat others with respect and dignity and expect the same in return.
- We listen with empathy and communicate with humility.
- We provide a WOW experience for our clients that is easy and effective.
Don’t leave your financial future to chance. Take control of your future.
The Cogent Strategic Wealth team is with you through every step acting as a trusted confidant and fearless guide - your first phone call when something happens. Let our team help you simplify your financial life, so you can focus on what really matters.