about us

Cogent Wealth Management exercises the all-American entrepreneurial spirit. Our dedication to quality and service is the driving force to help our clients succeed.


Our vision is to improve the lives of our clients, one by one, over the next ten years and beyond by means of wealth management strategies.

We envision continuous growth as a trusted source of information and business services for the most highly educated financial advisors, insurance brokers, certified public accountants, attorneys and other financial professionals actively engaged in the financial services business.

Our vision shall be to offer, service and support the finest and most competitive financial instruments available.

We envision a portfolio of products and services that remain relevant and appropriate for our clients as circumstances change in their world and the world around them.

Our vision supports our business partners to nurture a creative and mutually encouraging business operating environment.

We envision a commitment to society that shall be a promise to maintain the highest degree of integrity and morality. Ethical behavior in all aspects of client relationships and business practices shall be the foundation for which our organization stands.

As responsible citizens we will make a difference by helping to build and support sustainable community events and charitable endeavors.

Finally, our winning culture will help each financial professional to identify and realize their higher purpose for the benefit of our clients and our communities.

Our culture will be defined by the higher purpose, values and behavior of each financial professional associated with our firm.


Cogent Wealth Management is a company that provides insurance products to clients by means of trusted financial professionals.

Our communications will be relevant, pertinent and easy to understand.

Our mission is to live our values.

Our values serve as a compass for our actions and govern how we behave in the world. Through leadership we will encourage the collaboration of collective minds specializing in value oriented financial services.

Our integrity will be real.

Our passion for the highest degree of quality in service will be committed in heart and mind. What we do, we will do well.

Our focus will be on the needs of our clients and our financial professionals.

We will listen, observe and learn from our clients and financial professionals.

We will work smart and with a sense of urgency. We aim to protect the bottom line of every client.

Our mission is to help you grow and protect your bottom line.

"We Protect Your Bottom Line"