CogentBlue provides integrated wealth management services to families and individuals who desire more than traditional investment management. Our wealth management process considers a broad range of variables in order to address your personal and financial goals and aspirations. The outcome is the development of a comprehensive and dynamic financial plan to ensure that you meet those goals, covering all the important details of financial life, enabling clarity and confidence for the future.
At the core of our service is a commitment to the fiduciary standard. That means we put your interests first - always. We don’t earn investment commissions. We don’t charge hidden fees. And, we represent no one but you. Period. Contact us today to begin a conversation.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Knoxville, Tennessee, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cogentbluewealth.com
- Keywords
- Wealth Management, Investment Management, Financial Planning, Wealth Protection, Charitable Planning, Wealth Transfer, Tax Planning.
- HQ
- Knoxville, Tennessee
Cogentblue Wealth Questions
Cogentblue Wealth's website is cogentbluewealth.com
Cogentblue Wealth's LinkedIn profile is https://www.linkedin.com/company/cogentbluewealth
Cogentblue Wealth has
3 employees.
View email and phone details for 3
employees at Cogentblue Wealth.
Cogentblue Wealth's industry is
Financial Services
Cogentblue Wealth's top competitors are
Next Step Financial, Your Place To Flourish,
Voya Financial,
The Analog Advisor Podcast,
Cents Savvy,
Halter Ferguson Financial Inc..,
Savant Wealth Management,
Hayes Advisory Group,
Rootmama,
First Citizens Bank,
Corient.
Cogentblue Wealth's categories are Financial Services
Cogentblue Wealth's founding year is 2019
