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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

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  • Cogent Advice in Video Action – The Science of Investing

    Last month, 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 exploring our role as fiduciary advisor[…]

  • Explaining Portfolio Tracking Error

    Investors may be wondering about the performance of the stock portion of their portfolios relative to popular stock market benchmarks like the S&P 500, which is a gauge of the performance of large U.S. companies. These differences in relative performance[…]





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