Family Office

Cogent Strategic Wealth (CSW)

Cogent Strategic Wealth is a US investment advisory firm founded in 2010 by Michael Evans in Chicago, Illinois.CSW is a member of Buckingham Strategic Partners. The latter acts as a sub-advisor for certain client accounts and provides various model asset allocation portfolios.

Assets Under Management
$250M-$1B
Headquarters
Chicago, Illinois

Decision-makers

Kelly Stanley
Partner & Fiduciary Wealth Advisor
Michael J. Evans
Fiduciary Wealth Advisor, Founder, & Chief Executive Officer
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