Cogent Strategic Wealth Employee Directory

Investment ManagementIllinois, United States2-10 Employees

We offer solutions for successful professionals to capture your stellar earnings, build durable wealth, and enable you to live your definition of success through Cogent’s Design | Build | Protect Life on Your Terms strategic approach.

You are a fast-paced, ambitious individual with the financial success to prove it. As a high achiever, your days are full, your mind is occupied, and your time is often limited. But you long to have a plan to eventually transition into the lifestyle you truly want. 

You define success. We help you achieve it. Our Life on Your Terms strategic approach helps you: 
•	Make intelligent decisions with your money. 
•	Mitigate both income and estate taxes.
•	Protect your goals with the proper insurance.
•	Shield your assets from unjust takings.
•	Take care of your heirs while defining your legacy.
•	If you are charitable, magnify your gifts and make them even more impactful. 

Tailored Financial Planning: We believe you deserve a plan customized to your specific goals, values and needs. Success is defined differently by each person, and we believe your financial plan should reflect that. Our team listens to what you want to accomplish and seeks out the right strategies to help you accomplish your goals.

Evidence-Based Investment Management: Your portfolio is no doubt an important driver of your overall financial plan. In response, we start and end with evidence. Our approach is guided by more than 60 years of objective, peer-reviewed research on how markets work. The strategies in your investment plan are risk-optimized, cost-effective and tax-efficient to enhance your odds of living the life you've imagined.

Don’t leave your financial future to chance. Start today.
1. Schedule an intro phone call with us.
2. Meet us online or in-person to create a plan tailored to you. 
3. Follow your plan, while we continuously monitor and adjust, to keep you on track.  
Schedule your call today: 312-382-8388x3

Sign up for free to view info

Company overview Email format