Tag: high achieving individuals

How the Right Fiduciary Advisor Can Impact Your Financial Results
How the Right Fiduciary Advisor Can Impact Your Financial Results
Building substantial wealth takes a major commitment on your part. It’s more than luck. Winning the lottery doesn’t count. This is why highly successful individuals...
Dimensional Fund’s Market Review for 2023
Dimensional Fund’s Market Review for 2023
Today, we’re diving into the insightful and thought-provoking world of financial markets, focusing on Dimensional Fund’s Market Review for 2023, “Rising Stocks Left Predictions Grounded,”...
Advanced Estate Planning Tactics for Wealthy Individuals and Families
Advanced Estate Planning Tactics for Wealthy Individuals and Families
Estate planning should be a high priority for every individual and family, especially if you have accumulated substantial wealth. Estate planning in St. George, Utah,...
Purposeful Investing Strategies for 2024
Purposeful Investing Strategies for 2024
As 2024 approaches, it’s more evident than ever that investing is not just about accumulating wealth— it’s about making a meaningful impact on those you...
Unlocking the Power of Purposeful Giving With a Fiduciary Advisor
Unlocking the Power of Purposeful Giving With a Fiduciary Advisor
You’re at the pinnacle of your career, building a substantial income and assets. You’re active, busy, and are motivated to continue growing. While success is...
Reassessing the Relationship with Your Chicago Financial Advisor
Reassessing the Relationship with Your Chicago Financial Advisor
Like any important relationship, your connection with your financial advisor should hinge on mutual respect and trust with a shared vision of your financial future....
Grow Your Wealth by Giving: The Tax Benefits of Family Gifts
Grow Your Wealth by Giving: The Tax Benefits of Family Gifts
A frequent question we field from people we meet is, “Can you gift money to family members tax-free?” The answer is a resounding yes!  This...
Why Successful Entrepreneurs Use the Services of a Fiduciary Wealth Manager
Why Successful Entrepreneurs Use the Services of a Fiduciary Wealth Manager
Over the years, we’ve met many successful entrepreneurs, business owners, professionals, and retirees who have told us that while they have accumulated substantial wealth, they...
A Guide to Choosing the Ideal Charitable Giving Account
A Guide to Choosing the Ideal Charitable Giving Account
Welcome to our latest blog post. We’ll be exploring the world of charitable giving accounts and how they can help you become a more strategic,...
Cogent Conversations: A Personalized Wealth Management Approach for High Achieving Individuals and Their Families
Cogent Conversations: A Personalized Wealth Management Approach for High Achieving Individuals and Their Families
As high-income earners and high achievers, you’re no stranger to the complexities of managing, growing, and protecting your wealth. But what sets Cogent Strategic Wealth...

Success should be a reward - not an obstacle

Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.