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. Our close, personalized guidance will help you attain financial independence and retirement peace of mind. We assist in developing financial plans and in making informed investment and other financial decisions that support the myriad goals in your life. Can you recall a time when you felt exceptionally care-free? It’s likely you weren’t worried about your financial situation. Our goal is to help you recapture that feeling by discovering and making the right choices today that will lead to financial security in the future.
Services We Offer
We strive to be your advocate
Free Consultation! It will only take a minute
Plan your next steps with care
Life evolves, your
opportunities and risks
– Long term care insurance
– D&O and E&O insurance
– Unbiased advice (we do not sell insurance)
– D&O and E&O insurance
– Unbiased advice (we do not sell insurance)
Free Consultation! It will only take a minute
Plan your next steps with care
Life evolves, your
opportunities and risks
take careful management
Have you been meaning to put your financial affairs in order? 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. Let us help you make the financial decisions best suited to your unique goals in life. If you’re looking for an independent, fee only financial planner, please contact us today to schedule a free consultation.
Latest News
Why 2022 Was The Worst Investment Year In History
The year 2022 will go down in my book as the worst year in history for the U.S. investment markets. Why do I assert that so strongly? It’s because of[…]
Read moreBig Changes For Retirement Planning Under Secure Act 2.0
At the tail end of December President Biden signed into law the Secure Act 2.0 as part of the $1.7 trillion Consolidated Appropriations Act of 2023. Its name represents an[…]
Read moreHas The Time Come For Universal Basic Income?
Last year the city of Oakland launched a program called Resilient Families to provide 600 low-income families with $500 a month for 18 months without any limitations on how the[…]
Read moretake careful management
Have you been meaning to put your financial affairs in order? 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. Let us help you make the financial decisions best suited to your unique goals in life. If you’re looking for an independent, fee only financial planner, please contact us today to schedule a free consultation.