Who We Are
Who We Are
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
Getting to know a client’s complete financial picture is deeply personal. We commit ourselves to providing the highest level of discretion and personalized service centered on our core values of integrity, professionalism, and dedication.
We strive to help our clients build and preserve their wealth by understanding their needs and dreams. Our collaborative team of financial specialists works with the client’s tax, estate, and insurance professionals to build customized financial strategies consistent with the client’s goals.
As a Registered Investment Advisor, we follow the Fiduciary standard. This is the highest standard for providing advice in our industry, and we purposefully built our practice to embrace this standard and proudly apply it to all our actions.
We are fee-only financial advisors. We are compensated directly by our clients, not as a result of our planning or investment recommendations.
Our Promise
Peace of Mind
Our Private Wealth team employs experienced professionals with extensive industry knowledge. We focus on your financial details so you can focus on everything else.
Customized Solutions
No two clients are the same. We recommend customized wealth management solutions tailored to each client’s needs.
Accessibility
Our client’s time is valuable. We strive to always accommodate our client’s schedules, whether to answer questions or discuss new opportunities.
Relationships for Generations
Our client’s financial goals often look beyond themselves and their lifetimes. The right strategies can assist in protecting assets for generations to come, securing the future, and cementing their legacy.
Our Approach
Fiduciary Standard of Care
We put your interests above our own.
Fee-Only
We do not sell products. Our sole compensation comes directly from our clients.
Defined Investment Process
A disciplined approach that avoids the common mistakes made by conventional active management and index fund investing.
Beyond Stocks and Bonds
Access to quality alternative investments and private equity opportunities.
Comprehensive Planning
We go beyond the standard cash flow charts and plan success percentages.
Competitive Fee Structure
We provide a better planning and investment experience for a fair price.
