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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

  • Long-Term Planning for Long-Term Care

    A few years ago, BAM ALLIANCE colleague Stephen High of Kraft Asset Management published an excellent overview on how to Avoid a Long-Term Care Crisis.  Rightfully so, he raised the conversation to a higher level (no pun intended), emphasizing that[…]

  • Cogent Advice in Video Action – Beyond the Spreadsheet

    Toward the end of 2014, we launched a three-part series of brief videos to showcase what makes us most proud about our calling as The Cogent Advisor. In December, we shared our “State of the Heart” video about our fiduciary[…]

  • My Brother’s Wealth Keeper?

    In a past post on managing financial windfalls, I explored a few of the ways that money can serve as either a lever or a stumbling block in building solid relationships with family members who are near and dear to[…]





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