©2018 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.

Serving the needs of High Net Worth and Ultra High Net Worth Clients & Families

COGENT Private Wealth serves qualified clients with sophisticated wealth management solutions and strategies. This program is for 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.

Examples of Additional Commission-Free Solutions for COGENT Private Wealth Clients

  • Customized Investment Portfolios using non-traditional asset classes

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

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

  • Qualified Opportunity Zone Funds

  • Private Real Estate Investments

  • Private Equity Investments with Reduced Investment Minimums for Our Clients

  • Hedge Fund Investments with Reduced Investment Minimums for Our Clients

  • Estate Tax Planning Services

  • Commission-Free Permanent Life Insurance Policies

 

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.  Nothing on this page constitutes a recommendation of a particular investment or strategy.