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Cognizant Wealth Advisors

Cognizant Wealth Advisors was established in 2012 as a California-based wealth manager. The firm provides financial planning, investment planning, and tax...

Overview

Cognizant Wealth Advisors was established in 2012 as a California-based wealth manager. The firm provides financial planning, investment planning, and tax planning. It also handles retirement income planning and estate planning. No additional offices or team size data are recorded. No dated operational events from the last 24 months appear in available records.

General information

Firm type

Wealth Manager

Year founded

2012

Location

Region

North America

Country

United States

City

Palo Alto

Corporate office

Palo Alto, United States

Frequently asked questions

What services does Cognizant Wealth Advisors provide?

The firm offers financial planning, investment planning, tax planning, retirement income planning, and estate planning.

Where is Cognizant Wealth Advisors based?

The firm is based in Palo Alto, United States.

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