Building Prosperous Lives
Welcome to Cognizant Wealth Advisors
Cognizant Wealth Advisors is an independent fee only (no commission) fiduciary financial planning and investment firm helping individuals and families build prosperous lives through sound financial decision-making. Let us help you live the best life you can with the money you have. Our close, personalized guidance will help you attain financial independence and retirement peace of mind. For those who want the freedom to focus on what’s really important in your life, we save you time in making the investment and other financial decisions to support your lifestyle goals. We also act as an objective sounding board to help you figure out what matters and what does not. Making the right choices today will lead to financial security in the future.
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Our clients don’t just get simple answers to easy questions but rather comprehensive advice spanning many financial topics.
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If you don’t plan your future, life will do it for you.
Considering changing jobs? Going through a divorce? Inheriting money? Receiving company stock or options? All these situations require making numerous choices that can have a huge impact on your future. If you’re looking for an objective, unbiased advisor to make complex financial decisions easy to understand and to act upon, please contact us today to schedule a free consultation.
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New Changes To The Student Aid Process
If you have college-age children you’re probably familiar with the Free Application for Federal Student Aid (FAFSA) form and provisions. There were some pretty major changes made as part of[…]
Read moreWhy Is Investing So Challenging These Days?
It wasn’t that long ago that people expected a common 60/40 investment portfolio (that is, 60% stocks and 40% bonds) to return close to 10% without a lot of volatility.[…]
Read moreIs Trying To Time The Market Worth It? Part 2
A couple of months ago I wrote about the consequences of investing at stock market highs. Or rather the lack of consequences. See https://www.cognizantwealth.com/2020/10/20/is-trying-to-time-the-market-worth-it/. Here’s some additional data demonstrating why[…]
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