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Let's dramatically simplify your complex financial life.

As a successful professional, you want to relish life today while preparing for a safe and satisfying tomorrow. You have an abundance of ideas. We take the time to listen – really listen – to help you achieve all that is possible for you. This is called our Cogent Conversation.

Together, let’s capture your stellar earnings and build durable wealth, connecting what you've worked so hard to accumulate with everything you want to accomplish in your life.

We take into consideration tax efficiency, risk management, legacy goals and more, to help you invest, protect, spend and transfer your personal wealth. Coordinating a team of specialized professionals, we design specific solutions to address challenges and develop a Cogent Course of Action that is unique to you and your goals.

Click here to have a Cogent Conversation of your own.



Our Mission

Our mission at The Cogent Advisor is to partner with successful professionals who are motivated to dramatically simplify their financial lives in this increasingly complex world, so that they may focus on the people they love and the activities that give them joy.

Cogent Commentary

  • Gratitude & Giving

    Gratitude & giving. Even though we tend to talk them up the most toward year-end, there are all kinds of reasons we really should incorporate them into our lives year-round, in every season. Daily Gratitude for the Body and Soul[…]

  • Three Cheers for Your Wealth: Manisha Thakor’s Joy-Based Spending Plan

    What’s the point of having money if you don’t use it to maximize the joy you feel when you’re spending it? This was one wonderful idea we explored recently when Manisha Thakor, BAM ALLIANCE’s Director of Wealth Strategies for Women,[…]

  • The Mutual Fund Landscape: Cogent Advice in Video Action

    For most of the country, the Chicago Cubs World Series victory has already been unceremoniously dumped from the headline news into the memory books. I can assure you, here in Chicago, we’re still celebrating … and getting ready for next[…]





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233 South Wacker Drive, 84th Floor
Chicago, IL 60606

P: 312.382.8388
F: 312.268.7210

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