Value of Communication
Value of Communication

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.
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.
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.