Cogent Strategic Wealth
We help successful individuals, like yourself, capture your stellar earnings, build durable wealth and make work optional. We find that we best serve individuals with at least $1 million in investable assets (including 401(k) plan assets), or those whose financial situations tend to be more complex.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.