We are experienced advisors who strive to help our clients make educated financial decisions by simplifying the complex and building trusted relationships over the long-term. We emphasize strategy over product, combining both technology with humanity by listening to our clients' needs, and creating a comprehensive plan to pursue their objectives through our tailored recommendations.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 15060 Ventura Blvd.,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Sherman Oaks.
- HQ
- Sherman Oaks, CA
Cognitive Wealth Management Questions
Cognitive Wealth Management's website is https://www.cognitivewealthmgmt.com/
Cognitive Wealth Management's LinkedIn profile is https://www.linkedin.com/company/cognitive-wealth
Cognitive Wealth Management has
6 employees.
View email and phone details for 6
employees at Cognitive Wealth Management.
Cognitive Wealth Management's industry is
Financial Services
Cognitive Wealth Management's top competitors are
Media Wealth,
Secura Financial Planning & Wealth Management,
Jg Wealth Management,
Win Wealth Solutions,
Prxy Co.,
Stoneriver Wealth Management,
Wealth Management,
Waypoint Intercultural, Llc,
Bicoastal Wealth Management,
Clairmont Capital Group.
Cognitive Wealth Management's categories are Financial Services
Cognitive Wealth Management's founding year is 2019
