Finding the right financial service provider can feel like a balancing act. Opt for a massive corporation, and you might become just another entry in their vast database, vulnerable to generic sales tactics. Choose a small firm, and while you might get personalized attention, they may lack the extensive resources, broad network, and deep expertise needed to fully address your diverse financial needs.
Neither of these models perfectly fosters a strong, enduring “Personal CFO” relationship. Larger firms often see advisors move on, sometimes restricting client retention, leading to advisor turnover and inconsistent service. Smaller practices, while intimate, can be vulnerable to disruptions if a key person faces unforeseen circumstances like illness, potentially leaving clients scrambling.
At Cogent Strategic Wealth, as proud members of Buckingham Strategic Partners, we offer a uniquely balanced approach – combining the personalized touch of a boutique firm with the robust resources of a national network.
What Exactly is Buckingham Strategic Partners?
Buckingham Strategic Partners is a nationwide collective of over 135 independent wealth management firms. While each firm operates autonomously, we are united by a shared commitment to a superior approach in helping clients achieve their financial goals. We all believe in providing transparent, comprehensive, and evidence-based financial advice, recognizing the unique circumstances of each client. Our guiding principle is to ensure that acting in your best interest and upholding ethical standards are one and the same. Previously, this powerful network was known as THE BAM ALLIANCE.
The Power of Unity in Strategic Wealth Management
Together, as Buckingham Strategic Partners, we accomplish significant milestones, always focusing on individual client success. As of March 31, 2019, Buckingham Strategic Partners collectively oversees more than $35.4 billion in assets under management or administration for over 22,000 clients across the United States. This extensive network amplifies the personalized client service we deliver at Cogent Strategic Wealth. It allows us to concentrate on deeply understanding your specific needs and aspirations, while simultaneously leveraging the vast benefits of our extensive network of resources and strategic alliances for your benefit.
By prioritizing our clients’ interests collectively, we achieve greater outcomes. This collaborative environment enhances the breadth and depth of our specialized services. These include our Cogent Conversation®, designed to thoroughly understand your financial landscape, our evidence-based investment strategy, tailored to align your assets with your life goals, and our Cogent Course of Action™, which integrates all facets of your wealth management. Furthermore, our partnership with Buckingham Strategic Partners provides a reliable framework for contingency and succession planning. This ensures uninterrupted, high-quality client care, even if our principals require additional support.
It’s challenging to fully capture the distinctiveness of Buckingham Strategic Partners in a single article. We invite you to experience the difference firsthand by scheduling your personalized Cogent Conversation® with us. Let’s explore how our “just right” partnership approach can benefit you and your financial well-being.
Don’t compromise by choosing a firm that’s either too large or too small. The optimal time to discuss your financial future is now. Schedule a FREE 30-minute phone consultation with us today.
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