Tag: wealth management

Building a Legacy for Loved Ones: It is More Than Just Money
Building a Legacy for Loved Ones: It is More Than Just Money
“Legacy.” It’s a big word with different meanings for millions of American families. As someone who’s done very well for yourself, we understand how important...
Investment Tactics for Estate Plans: Guide for Affluent Investors
Investment Tactics for Estate Plans: Guide for Affluent Investors
Let’s say you’re planning a lifetime trip to trek through the Himalayas. You wouldn’t go mountain climbing without proper planning and the equipment to scale...
Building a Lasting Legacy: Personalized Estate Planning Strategies
Building a Lasting Legacy: Personalized Estate Planning Strategies
As a high pursuer, you’re likely in a unique financial situation. You may have sold a business or exercised a substantial stock option recently. You...
The Benefits of Choosing a Fee-Only Advisor for Estate Planning
The Benefits of Choosing a Fee-Only Advisor for Estate Planning
As Benjamin Franklin once said, “The only thing certain in life is death and taxes.” While that may sound a bit harsh, it’s reality that...
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,...
Embracing Financial Freedom: A Hilarious Journey of Strategic Wealth, Endless Laughter, and Everlasting Memories
Embracing Financial Freedom: A Hilarious Journey of Strategic Wealth, Endless Laughter, and Everlasting Memories
Meet Michael, the maestro of wealth management and the virtuoso behind the scenes at Cogent Strategic Wealth. Living a life that’s a delightful blend of...
Choosing a Financial Advisor? Ask These Five Critical Questions
Choosing a Financial Advisor? Ask These Five Critical Questions
As someone who has achieved personal financial success, hiring the right team of wealth management professionals is one of the most important decisions you will...
Cogent Conversations for 2024 Financial Planning
Cogent Conversations for 2024 Financial Planning
As 2023 nears its end, it’s time to think about specific financial tasks you can do before year-end to assist in your tax planning efforts...
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...
From Aspiration to Action: The Power of SMART Financial Goals
From Aspiration to Action: The Power of SMART Financial Goals
When you watch the news headlines today, there is talk of a looming recession in 2024, inflation continues to be a problem, and market volatility...

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.