Cogent Strategic Wealth

Cogent Strategic Wealth offers a better solution for high achievers and earners who are at the top of their game. Live Life on Your Terms.

Our clients have a common goal: ultimately, they want work to be optional and a guide to help them do so. Are you seeking the confidence and clarity knowing that your definition of success is on the right track? Feel empowered through our Design | Build | Protect Life on Your Terms strategic approach. These three simple words serve as a guide for how we keep your values, needs, concerns and hopes

09/24/2024

Uncover the secrets to building a stronger investment portfolio with our Evidence-Driven Investing™ guide. Get tips and strategies for using evidence to guide your investment decisions.

https://bit.ly/3zgJ56U

09/23/2024

As a successful woman, your journey deserves a financial plan as extraordinary as you are.

Our guidance can help you navigate life's transitions easily and safely. Let's discuss your goals and create a personalized financial strategy supporting your ambitious lifestyle.

09/20/2024

Discover how strategic charitable giving can make a meaningful impact and provide financial benefits. Let's talk about the possibilities.

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09/19/2024

Are you ready to take control of your financial future? At Cogent Strategic Wealth, we're more than just financial advisors. We're your personal CFO, dedicated to helping you achieve your greatest financial goals.

If you're seeking a personalized approach that aligns with your values and prioritizes long-term success, let's talk.

https://bit.ly/3tr2Aqb

09/18/2024

Ever wonder how to maintain a healthy financial discipline while still enjoying life's finest moments? Check out our latest article for strategies on thriving financially while indulging in what makes you happiest.

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09/17/2024

Just like Chicago's skyline, your financial future requires a solid foundation. Financial planning and investment management are the architects of your wealth. They provide the structure, stability, and vision needed to navigate the complexities of the market.

Let's build a financial landscape that's as impressive as Chicago's.

09/16/2024

Your entrepreneurial journey deserves a solid financial foundation. A comprehensive financial plan can help you navigate the complexities of business ownership and achieve long-term success. Let's talk about how we can support your goals.

https://bit.ly/3tr2Aqb

09/13/2024

Ready to create the life you've always dreamed of?

We're here to help you navigate the complexities of your financial journey. From wealth management to estate planning, our team is dedicated to understanding your unique needs and providing tailored solutions.

Let's discuss how we can help you achieve your goals.

09/12/2024

Are you a high earner? Avoid costly tax mistakes with our latest guide on the top four tax pitfalls you need to watch out for. Get the insights you need for smarter financial management.

Read more: https://bit.ly/3AQSHFT

09/11/2024

Like the rugged beauty of Utah's landscape, financial planning requires a strategic approach. Our team is here to guide you through the complexities of investment management, ensuring your financial portfolio is as resilient and rewarding as the natural world.

09/10/2024

You've reached the top of the Ferris wheel. The view is breathtaking, but the descent is inevitable. Let Cogent Strategic Wealth be your steady hand, ensuring a smooth ride down and a seamless transition to your next adventure.

09/09/2024

Are you tired of market volatility and feeling powerless over your wealth? Don’t let economic uncertainty dictate your life. Our Evidence-Driven Investing™ approach turns complexity into clarity. Focus on what matters while we handle your finances with scientific precision. Achieve long-term financial growth and freedom.

09/06/2024

Your potential is limitless. 📈 Unlock your full potential with a financial plan designed to match your extraordinary ambitions. Let's create a future beyond your wildest dreams.

https://bit.ly/3tr2Aqb

09/06/2024

Family first….

How Much Impact Does the President Have on Stocks? | Dimensional 09/06/2024

Feeling overwhelmed by the upcoming presidential election? Here’s our best investment advice:

Remember, money isn’t red or blue—money is green! 🌳

Instead of making hasty decisions based on election outcomes, focus on investing according to your long-term financial goals. Elections come and go, but a well-crafted investment strategy should stand the test of time. Stay steady, stay focused, and keep your financial future in mind, no matter what happens on Election Day.

How Much Impact Does the President Have on Stocks? | Dimensional Our interactive exhibit examines market and economic data for nearly 100 years of US presidential terms.

09/05/2024

Your success is your masterpiece. Protect it. Unexpected threats can jeopardize your wealth. Discover how to safeguard your legacy in our FREE eBook. Don't let surprises derail your journey. Download now: https://bit.ly/3ZNvGvW

09/04/2024

Your business is your masterpiece. But even great art needs a strong foundation. Protect your legacy with a comprehensive financial plan tailored to your entrepreneurial journey. We help you navigate complexity and maximize growth. Let’s build something extraordinary together.

09/03/2024

Built a financial legacy? Your kids' future starts now. Teaching them about money isn't just about dollars and cents; it's about setting them up for life. Let's build a strong financial future for your family together.

https://bit.ly/3tr2Aqb

09/02/2024

Happy Labor Day! Let's take a moment to appreciate the hard work and dedication of all those who contribute to our communities. Your labor makes a world of difference.

08/30/2024

Your legacy deserves a solid foundation. Protect the fruits of your labor with a strategic wealth plan. Let's build it together.

08/29/2024

Financial success isn't a straight line. It's a rollercoaster ride with ups, downs, and unexpected turns. Learn about Evidence-Driven Investing™ to navigate the chaos and achieve nonlinear financial success with Cogent Strategic Wealth.

https://bit.ly/46GIYhv

08/28/2024

Enjoying the fruits of your labor with great company? Let us handle the financial orchard so you can focus on the good times.

08/27/2024

Your legacy starts with a conversation. One in four parents hasn’t discussed money with their kids. Don't let financial uncertainty be their inheritance. Let's build a secure future together.

https://bit.ly/3tr2Aqb

08/26/2024

Anything worth having takes time, and your financial future is no exception. Let’s craft a strategy to accelerate your journey to lasting wealth.

08/23/2024

Your legal mind is a powerful tool. Let’s ensure your wealth is equally protected. Build a financial fortress as strong as your career.

https://bit.ly/3LSWnJY

08/22/2024

Sailing into the sunset with the one you love. Let us help you chart a course for a secure financial future so you can focus on creating unforgettable memories.

08/21/2024

Your life is too extraordinary to be dictated by market ups and downs. Take control of your financial future. Let’s build a strategy that empowers you to live life on your terms.

https://bit.ly/3tr2Aqb

08/20/2024

Your wealth is your skyline. It’s a testament to years of hard work and strategic vision. But, like a city, it requires careful planning, maintenance, and protection. Cogent Strategic Wealth is your architectural firm for financial success. Let's build something extraordinary together.

08/19/2024

Don't gamble with your wealth! Stop making emotional investment decisions. Our Evidence-Driven Investing™ approach, combined with our Design | Build | Protect process, has helped high-income earners like YOU achieve financial independence.

https://bit.ly/3SQhT5M

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Videos (show all)

Goals-based financial planning
Try Our 2nd Opinion Service
How a Guide will Help Your Financial Life
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Persistsnce
Financial Success
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Building your WELLth
Building your WELLth

Address


77 W. Wacker Drive #4500
Chicago, IL
60601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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