Cognizant Wealth Advisors is an independent, fee only (no commission), fiduciary financial planning and investment firm helping individuals and families build prosperous lives through sound financial decision-making. Our close, personalized guidance will help you attain financial independence and retirement peace of mind.
For those who want the freedom to focus on what's really important in your life, we assist in developing the plans and in making the investment and other financial decisions to support your lifestyle goals. We also act as an objective sounding board to help you figure out what matters and what does not.
For those who want the freedom to focus on what's really important in your life, we assist in developing the plans and in making the investment and other financial decisions to support your lifestyle goals. We also act as an objective sounding board to help you figure out what matters and what does not.
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As a boutique firm our partners work directly with you rather than delegating to associates less familiar with your financial situation and goals. Artie is a CERTIFIED FINANCIAL PLANNER Professional and additionally holds a NASAA Series 65 license for investment advisors.
He earned a Bachelor of Science Degree in Mathematics/Computer Science from Carnegie-Mellon University, a Master's Degree in Business Administration from the University of Delaware, and has additionally completed the University of California Santa Cruz Certificate Program in Personal Financial Planning.Artie has been recognized as an expert in financial planning by the media and by his peers.
He earned a Bachelor of Science Degree in Mathematics/Computer Science from Carnegie-Mellon University, a Master's Degree in Business Administration from the University of Delaware, and has additionally completed the University of California Santa Cruz Certificate Program in Personal Financial Planning.Artie has been recognized as an expert in financial planning by the media and by his peers.
Good financial planning involves making thoughtful tradeoff decisions between competing goals. Our comprehensive financial planning process will enable you to make the right tradeoffs based on your present and future priorities. Not only will you gain more clarity around your goals, our process will help you create a uniquely customized investment strategy aligned to your specific lifestyle, both for the present and in the future.
Since 2008 the investment landscape has changed significantly. Stock returns have become more volatile, bond yields are at historic lows, and even developed countries like the U.S. are facing unprecedented political and economic uncertainty. Sound investment management - successfully growing an investment portfolio without taking on excessive risk - requires discipline and good planning.
Optimal tax planning is not just about finding ways to reduce tax liability this year or next year. It's about integrating all the tax breaks and savings vehicles provided by the government with your goals for spending and for growing your savings to maximize the total wealth you get to keep and to pass on to your heirs over your lifetime.
Life's transition from pre-retirement to post-retirement can be very intimidating, especially if you don't have a retirement plan. Making it even more difficult today is the fact that our lifespans are longer than those of previous generations, yet at the same time we have fewer guaranteed sources of retirement income.
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