Sophisticated Solutions for the High Net Worth and Ultra High Net Worth

COGENT Private Wealth serves qualified clients with sophisticated wealth management solutions and strategies. Private Wealth Advisors help clients/families having a minimum net worth of $1 million (excluding their primary residence).  Clients/families having a minimum net worth of $5 million (also excluding their primary residence) will be able to benefit from our full suite of solutions.  COGENT Private Wealth Advisors have special training in identifying and implementing solutions catering to the advanced needs of their clients.

COGENT Private Wealth

Commission-Free Solutions

  • Customized Investment Portfolios using non-traditional asset classes

  • Private Real Estate Investments

  • High Yield Cash Management Programs with $25 million of FDIC Insurance per tax ID

  • Qualified Opportunity Zone Funds

  • 1031 Exchange Programs using Delaware Statutory Trusts (DST's)

  • Private Equity & Private Credit Investments with Reduced Investment Minimums for Our Clients

  • Hedge Fund Investments with Reduced Investment Minimums for Our Clients

  • Estate & Legacy Planning Services

  • Commission-Free Permanent Life Insurance Policies

  • Potential Tax Reduction Strategies Using Tax Credits

  • Private Annuities for Tax Deferral

Note: Most of these solutions are offered through COGENT's third party vendors.  Each go through a due diligence process in order to make it on our platform.  However, this process does not ensure clients will make money.  Many of these offerings are illiquid, contain significant risks and are not guaranteed to make money.  Not all of these solutions are appropriate for all COGENT Private Wealth Clients as Clients must meet minimum qualifications based on their state of residence. COGENT is not a tax or legal advisor. Clients must consult their own tax and legal advisors prior to participating in any of these solutions. Nothing on this page constitutes a recommendation of a particular investment or strategy.

©2020 by Cogent Independent Advisors, Inc.. Financial Planning and Investment Advisory Services provided by Cogent Independent Advisors, a Registered Investment Advisor. Nothing on this website constitutes a solicitation to buy or sell any security.  Cogent can only do business with clients domiciled in states where authorized or exempt from authorization. Cogent Independent Advisors is not a licensed insurance agency.