Tag: wealth management

Trust & Transparency: Why Hire a Chicago Fee-Only Financial Advisor
Trust & Transparency: Why Hire a Chicago Fee-Only Financial Advisor
One phrase should stand out when you think about managing your money:  trust and transparency. Trust and transparency are twin cornerstones in wealth management, particularly...
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...
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.