Cognizant Wealth Advisors provides close, personalized guidance to individuals and families to help you attain financial independence and retirement peace of mind. We assist you in developing financial plans and making informed investment and other financial decisions that support the myriad goals you have for your life. Can you recall a time in your life 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.
Cognizant Wealth Advisors (“Cognizant”) dba Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor. Cognizant provides investment advisory and related services for clients nationally. Cognizant will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information and important disclosures, please visit our website at www.cognizantwealth.com or www.perigonwealth.com.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 228 Hamilton Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cognizantwealth.com
- Keywords
- Retirement Planning, Investment Planning, Education Planning, Estate Planning, Risk Management, Company Stock Options & RSUs.
- HQ
- Palo Alto, California
Cognizant Wealth Advisors Questions
Cognizant Wealth Advisors's website is cognizantwealth.com
Cognizant Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/cognizant-wealth-advisors
Cognizant Wealth Advisors has
10 employees.
View email and phone details for 10
employees at Cognizant Wealth Advisors.
Cognizant Wealth Advisors's industry is
Financial Services
Cognizant Wealth Advisors's top competitors are
Cognizant,
Seo-Google.ca,
Reasoner,
Astutia,
Commas,
Parkwoods Wealth Partners, Llc,
Rosche Systems,
Cicare (Opc) Pvt. Ltd.,
Orzuv Fitness,
Mayank Exports - India.
Cognizant Wealth Advisors's categories are Financial Services
Cognizant Wealth Advisors's founding year is 2012
