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Cognizant Wealth Advisors

EST. AUM
$97,253,501

CONTACTS
1

CLIENT ACCOUNTS
143

Firm Details

Metro area San Francisco
CRD Number 162374
Website cognizantwealth.com
Client types

Overview

Cognizant Wealth Advisors is an independent, fee-only fiduciary financial planning and investment advisory firm based in Palo Alto, California. It provides individuals and families with comprehensive guidance across financial, investment, tax, retirement, education, risk-management, stock-option and estate-planning needs. The firm positions itself as a personalized advisory practice focused on helping clients make sound long-term financial decisions. Its mission centers on enabling clients to focus on life priorities through structured and objective financial planning.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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