Services We Offer
You have already done a lot. Now you need a professional team that you can partner with to elevate your finances. We do it all; investing, stock compensation, financial planning and tax planning. So that you can relax.
[01]
Stock Options & Tax Planning
IPO exit
Private sale of company stock
Navigating Divorce
Growing your Family
Preparing for Retirement
Charitable Planning
Death/ Disability of a Loved one
[02]
Concentrated Stock Diversification
Private Company Stock Sale
Investment Selection for Alpha
Access to Alternative Investments
Sustainable Investing
Estate Planning
Real Estate analysis
Planning for Assisted Living
[03]
Smart Tax Strategies to Lower Taxes
Concentrated Stock Tax Planning
Tax-Efficient Investing
Maximizing Employee Benefits
Reducing Taxes pre and post Retirement
Tax-Loss Harvesting
Capital Gains & AMT Minimization
Estate & Gift Tax Planning
[04]
Experienced Advisory team
Bespoke solutions
No Conflict of Interest (No Commissions)
Fiduciary - Always Acting in your Best Interest
Facilitation of Family Meetings
Trusted network of attorneys and accountants
Disciplined Execution
Multigenerational Wealth Planning
About Us
We listen, we create a trusted space, we offer clear advice, and we execute with care and discipline. So that you can focus on what matters most to you.
Sheetal is a CERTIFIED FINANCIAL PLANNER™ professional and holds a...
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Artie is a CERTIFIED FINANCIAL PLANNER™ Professional with a...
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Nic is the Operations Specialist at Cognizant Wealth. He brings over…
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Rudolph is Cognizant's Chief Pawsitivity Officer
