Services

Cogent Wealth Management, Inc. is a full service insurance brokerage firm dedicated to servicing the needs of clients, insurance advisers and other financial professionals throughout the United States. As an advisor appointed with Cogent or a wealth management client of Cogent Wealth Management you will gain access to more than 20 of the most highly rated and largest insurance carriers.

To make life easy, Cogent coordinates all aspects of insurance underwriting; from inception to policy delivery.

Cogent's expertise is in the areas of: Estate Planning, Personal Financial Planning, Retirement Planning, Executive Compensation, Buy/Sell Agreements, Business Succession Planning and Planned Charitable Giving.

We are committed to work with our partners in the following areas:
* Case Design
* Carrier and Product Selection
* Financial Underwriting
* Premium Financing
* Risk Selection Rationale
* Life Settlements
* Reinsurance Management
* Competitive Compensation

Our management team has more than 40 years of experience within the insurance industry.

"We Protect Your Bottom Line"