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What's So Great About Having a Cogent Conversation®?

As a successful professional, you want to relish life today, while preparing your family for a safe and satisfying tomorrow. You've got an abundance of ideas about your wealth, but it would really help to have a Cogent Conversation®, mindful and targeted, on how to advance your many aspirations into confident action.

That's where your Cogent Conversation® begins. As fellow professionals, we'll take the time to listen – really listen – to what you've got in mind. We'll offer our fresh, informed outlook to advise you on how to confidently convert your stellar earnings into durable wealth. Should you engage us as your Personal CFO, we'll partner with you to implement your plans to Free Your Wealth for Something More.®

We look forward to hearing from you! Click here to have a Cogent Conversation® of your own.


We are a proud, independent member of The BAM ALLIANCE, a community of advisors and investors who are committed to taking control of their financial futures and their life’s goals. Meet Michael, The Cogent Advisor.

Cogent Commentary

  • Cogent Advice in Video Action: “Why Dimensional?”

    During the past few months, we shared a three-part series of videos produced in collaboration with our friends at the BAM ALLIANCE. Why stop now? Dimensional Fund Advisors has come a long way since David Booth and Rex Sinquefield founded[…]

  • Sizing Up Small-Cap Stocks

    Ever since Professors Fama and French devised their three-factor model for stock portfolios more than two decades ago, many evidence-based investors have been managing expected returns in their diversified portfolios by tilting toward or away from small-cap (small company) stocks.[…]

  • Cogent Advice for the Sidelined Investor: Invest in the Future

    “Every time someone says, ‘There is a lot of cash on the sidelines,’ a tiny part of my soul dies. There are no sidelines.” Clifford S. Asness AQR Capital Management In our recent article about market volatility, we encouraged you[…]





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