Who We Serve

As someone with substantial income and ambitious financial goals, you understand the gravity of making a misstep in your investments and planning. The stakes are high, and the margin for error is slim. The last thing you want is to put yourself and your loved ones in danger by trusting dubious financial advice or making a hasty decision.

We believe success shouldn’t come at the cost of uncertainty and unpreparedness. That’s why we specifically work with accomplished individuals who crave a solid plan for their future. It’s not easy to walk away from a fast-paced life, no matter how successful you are. Our objective is to help you navigate this transition with confidence and ease.

Our typical clients come from a variety of backgrounds, including (but not limited to):

Entrepreneur clients Cogent Strategic wealth


Female professional clients Cogent Strategic Wealth

Female Professionals

Executive clients Cogent Strategic Wealth


Professional athlete clients

Professional Athletes

Engineer clients Cogent Strategic Wealth


Serving attorneys at Cogent


Learn how our goals-based financial planning can help de-stress managing your money.