Let us focus on your financial details so you can focus on everything else.
FINANCIAL FLEXIBILITY
Gives you the confidence to pursue whatever Moves you Forward. Cogent Private Wealth endeavors to help you achieve your financial goals whether you’re a business owner, professional, preparing for retirement or already retired.
Why Us?
Cogent Private Wealth is an innovative boutique advisory firm offering comprehensive financial planning and investment management services.
Our team will work with you to gain a deep understanding of your goals and lifestyle. That knowledge helps us build and implement personalized plans encompassing the full spectrum of financial planning concepts, including income and retirement planning, tax planning, estate planning, investment management, insurance, education planning, and business ownership.
Our Commitment
Protecting our client’s wealth requires a careful and solid foundation of trust.
We commit ourselves to providing our clients with the highest level of personalized service centered on our core values of integrity, professionalism, and dedication.
What We Do
The professionals at Cogent Private Wealth serve as trusted advisors, helping their clients develop comprehensive financial plans for every stage of life.
“Wealth is the ability to fully experience life.”
HENRY DAVID THOREAU
“Wealth is the ability to fully experience life.”
HENRY DAVID THOREAU
Our Promise
We provide our clients with:
- Peace of Mind
- Customized Solutions
- Accessibility
- Relationships for Life
Our Approach
- We are Fiduciaries
- Our compensation is Fee-Only
- We offer comprehensive planning
- We have a defined investment process
- Our portfolios look beyond stocks and bonds
- Services are offered at a competitive fee structure
Cogent Private Wealth
FOCUSES ON YOUR FINANCIAL DETAILS
so you can focus on everything else.
Our Team
We support our clients with a dedicated team of experienced financial specialists.
Contact Cogent Private Wealth today to start a conversation about your needs.
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Cogent Private Wealth is a Registered Investment Advisor registered in the state of Florida. Cogent Private Wealth provides asset management and related services for clients nationally. Cogent Private Wealth will file and maintain all applicable registrations as required by the state securities regulators and/or the Securities and Exchange Commission (“SEC”), as applicable. Cogent Private Wealth renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.
