Your retirement is our business.
Cognitive Wealth Management is a team of fiduciary advisors working to help prepare for, and transition through, a “work optional” lifestyle.
We lead with strategies, not products. Let us work to grow your assets while managing risk to protect your future.
We strive to promote balance through comprehensive financial planning.
We create customized portfolios designed to optimize your financial situation and help achieve your goals.
We emphasize strategy over product in an effort to minimize or protect risks that we can’t avoid throughout life.
Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. We are committed to helping people live a life focused on what’s truly important to you based on your specific goals and concerns, being accountable to you every step of the way.
Where will your retirement money come from? What is your income distribution strategy, and have taxes been considered now as well as in the future? If you’re like most people, qualified-retirement plans, Social Security, personal savings, and investments are expected to play a role. Once we’ve estimated the amount of money you may need for retirement, a sound approach involves us taking a close look at how to position your assets to generate the retirement income tailored to your situation.
From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what is important to you, and understand how you see your needs changing over time. Our team of professionals, which includes a CERTIFIED FINANCIAL PLANNER™, can design a personalized financial plan for you and your family. Once we run an analysis for you, we will work with you to implement the steps toward your goals. With a clear plan in place, we are there to meet regularly, adjust accordingly, and monitor every step of the way.
We understand the unique challenges business owners face. From shaping the big picture down to the day-to-day operations, there are serious demands on your time. We strive to help take some of that weight off your shoulders to not only make sure your personal finances are on track and your wealth is being managed as effectively as possible, but also customizing benefits packages that can be excellent for recruiting staff and retaining great team members. With so many options out there, we simplify and manage these complexities, allowing you to dedicate your energy where it’s best spent growing your business.
President, Wealth Advisor
Executive Administrative Assistant
(818) 465-0210 ext 100
Door Greeter and Guest Announcer
At Cognitive Wealth Management, we focus on exceeding client expectations every day. We combine the personal service and objective advice of a boutique with the extensive resources and vast intellectual capital of an industry leader to create a profoundly different wealth management experience.
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 help meet their objectives through our tailored recommendations.
Let’s Achieve More, Together.