Value of Communication

How will you benefit?

How will you benefit?

Our business is built on a foundation of thoughtful client relationships. Our goal is to provide relevant content, helpful resources, how-to videos, professional insights, inclusive events, and charitable contributions to our community.

We are so fortunate to have built such amazing relationships with our clients, many of them have referred us to their friends, family members, neighbors, and co-workers. It is an honor and we appreciate the confidence you have in our team and our value proposition. Below we outline how we interact with you and ways you can benefit from becoming a client of Cognitive Wealth Management.

Quarterly to Bi-Annual Calls

We are on your team in helping you achieve your financial goals. We proactively reach out to check in with you, updating you on our investment progress as well as making sure we are aware of any changes in your life. Our door is always open so feel free to call us too!

Annual Review Meetings

You and your financial advisor will regularly review and monitor your investment portfolio and financial plan. These meetings can take place in-person or virtually. Working together through in-depth research and analysis, we can develop sophisticated and personalized strategies to help you pursue your goals.

Monthly Market Insights Video

A helpful market recap video is created for you each month and emailed to you from our team.  Content includes market fluctuations, global market movements, earnings reports, and a sector scorecard. Sign up for our e-newsletters to receive this in your email.

In Person Events

We proudly host a variety of events ranging from market seminars, recycling services, sports events, and charitable donation drives. Upcoming events will be posted in our e-newsletters and we will keep you informed.

“Ask a CFP®” Resource

What is on your mind? How can we help? Tori Samuel, CRPC®, CFP® is happy to answer your questions. Submit a question to:

LPL Statements

  • Your LPL statements are designed to provide a clear ad comprehensive view of your investments. In addition to your quarterly statement, LPL provides comprehensive yearly statement, and generates a simplified statement in any month when there is qualifying activity in the account.
  • CLICK HERE: How to understand your statements.

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