A complete list of active advisors currently associated with Cogent Private Wealth

Warmer can help you find a great advisor at Cogent Private Wealth or one who fits your needs even better.

Cogent Private Wealth serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and qualified retirement plans. The firm offers discretionary investment management, comprehensive financial planning, and pension/retirement plan consulting including participant fiduciary advice. The firm emphasizes custom, long‑term allocation strategies built around institutional mutual funds and ETFs, supplementing core models with individual equities for tax efficiency when appropriate; its investment process incorporates both fundamental and cyclical analysis. Cogent may implement derivative strategies, structured products, option writing and margin/borrowing in separately managed accounts, and it also recommends and oversees third‑party sub‑advisors for certain mandates. Cogent is a wholly owned subsidiary of Cogent Bancorp, and the brochure discloses that it may recommend the parent bank’s services, a relationship identified as a potential conflict of interest. The firm also provides ERISA Section 3(38) and 3(21) services for qualified plans, offers fixed‑fee planning arrangements alongside asset‑based management, and manages a relatively small client roster with a five‑advisor team overseeing roughly $250 million in client assets.

To learn more about the advisors currently working at Cogent Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.