Cogent Strategic Wealth

Cogent Strategic Wealth, located at 1031 South Bluff Street in St. George, Utah, is a finance institution with a different approach to wealth management. With decades of Wall Street experience, our team of financial professionals is dedicated to understanding your financial concerns and objectives to craft a personalized plan that pursues the life of your dreams.

Our three-step strategic process involves exploring your financial and personal world, providing ongoing guidance and education, and putting the pieces of your financial puzzle together. We use Evidence-Driven Investing™ to bring clarity and confidence to your wealth management experience, focusing on areas where we can have an edge and managing portfolios with a systematic approach that investors trust.

At Cogent, we help highly successful individuals and families navigate financial complexities daily, listening and understanding your worries to make them our mission. We educate you on your options and tradeoffs so you can make objective decisions, creating and executing a purposeful plan to get you to your desired financial destination.

We invest alongside our clients, ensuring that we have skin in the game and do the heavy lifting of managing your wealth so you can live a life of joy. Our wealth solutions go beyond the conventional, reflecting your unique needs and wants. Stay updated on the latest financial, tax, and estate planning strategies with Cogent Strategic Wealth.