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Dramatically Simplifying Your
Financial Life

BEFORE YOU PAY FOR FINANCIAL ADVICE, ASK THESE QUESTIONS

Cogent Strategic Wealth Financial Planning & Investment Management
Personal CFO for Attorneys and Other Successful Professionals


Do you find you’re having success in some areas but not others? Are you busy prioritizing your life of building your career, family, and community? We know how it feels and are here to support, guide and achieve success with you.


Your Wealth Is Complex...Your Plan Shouldn’t Be.


At Cogent, we take everything into consideration. From tax efficiency, risk management, legacy goals, and much more, we will give you a roadmap to invest, protect, spend and transfer your personal wealth. Whether you have an interest in managing your finances or not, the question is - do you want to spend what free time you have buried in the minutia of managing all the various aspects of your financial life?  We serve as a decision partner to successful professionals looking to take this off of their plate.  

 


LEARN MORE ABOUT OUR APPROACH


15 Questions to Ask Your Financial Advisor

Ask these questions to see past a sales pitch and discover a worthy advisor who is right for you.

15 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR


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