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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 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

  • Insurance: Because There’s Not Enough Bubble Wrap To Go Around

    If you could surround yourself and your family with bubble wrap, maybe you wouldn’t need insurance. But whether it’s in the form of a written policy, a back-up generator for your home, or a warranty on your favorite new mobile[…]

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  • Lowering the Costs of Higher Education

    “There are few other major financial decisions [advisor] clients will make from such a clueless position.”  These are the words of author and columnist Lynn O’Shaughnessy. A veteran financial journalist, O’Shaughnessy decided to specialize in helping families manage the costs[…]

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  • Evidence-Based Fund Selection vs. the Stock-Picking Circus

    In a recent Cogent Commentary, “Peering Past the Market’s Peaks and Valleys,” we emphasized how important it is to embrace an evidence-based strategy as a prudent way to pursue your personal financial goals. The alternative can seem more like a[…]

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