Join over 3,000 subscribers who get actionable, evidenced-based wealth management insights delivered directly to their inbox.

Subscribe

logo

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

Cogent-Advisors-Home-Page.2.1

connected

Cogent-Advisors-Tell-A-Friend

Disclosures

Client Center

View Your Account

login

login

Contact Info

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

P: 312.382.8388
F: 312.268.7210

This email address is being protected from spambots. You need JavaScript enabled to view it.