CogentBlue Wealth Advisors

Financial Services - Knoxville, TN, US

CogentBlue Wealth Advisors Employees
Caetlyn Thomas

Executive Assistant & Director of Client Service

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CogentBlue Wealth Advisors Details

CogentBlue Wealth Advisors provides integrated wealth management services to families and individuals who desire more than traditional investment management. Our wealth management process considers a broad range of variables in order to address your personal and financial goals and aspirations. The outcome is the development of a comprehensive and dynamic financial plan to ensure that you meet those goals, covering all the important details of financial life, enabling clarity and confidence for the future.At the core of our service is a commitment to the fiduciary standard. That means we put your interests first - always. We don't earn investment commissions. We don't charge hidden fees. And, we represent no one but you. Period. Contact us today to begin a conversation.

CogentBlue Wealth Advisors logo, CogentBlue Wealth Advisors contact details
Employees: 5 - 9
HQ: N/A
Location: Knoxville, TN, US
Revenue: Not Available
Wealth Management Investment Management Financial Planning Wealth Protection Charitable Planning Wealth Transfer Tax Planning
CogentBlue Wealth Advisors Technologies
Retargeting

Facebook Custom Audiences

Email Providers

Outlook

Tag Management

Google Tag Manager

Social Login

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Microsoft Office 365

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Amazon AWS

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