Cognitive Wealth Management, LLC is an independent Registered Investment Adviser (RIA) that provides comprehensive financial planning and investment management services. Operating as a fiduciary, the firm is legally and ethically bound to act in its clients' best interests. They specialize in a collaborative, long-term approach to wealth management, helping individuals, families, and business owners navigate complex financial decisions to achieve their goals. The firm emphasizes objective, unbiased advice by operating on a fee-only basis, meaning they are compensated solely by their clients and do not accept commissions for selling financial products.

Founded in

United States