Managing wealth isn’t just about the numbers—it’s about aligning your financial goals with your life’s purpose.
We blend public+private market expertise with a holistic advisory approach to craft tailored strategies for healthcare professionals seeking purposeful wealth growth and preservation.
Once the domain of large institutions and ultra High-Net-Worth individuals – we mainstream access to private markets – empowering healthcare practitioners to participate in opportunities across infrastructure, private equity, private credit, and other alternative assets as part of a truly diversified portfolio.
Cognis Retirement Group (‘CRG’), is a boutique investment advisor that provides healthcare practitioners with personalized institutional-grade wealth management.
We deliver integrated solutions that span retirement planning, investments, tax advice, risk management, and estate planning ensuring that all aspects of our clients’ financial lives are managed holistically with transparency and care.
Whether you’re planning for retirement, building wealth, or protecting your assets, we’ll craft a personalized solution tailored to your unique life goals and aspirations.
A Smarter Path to Wealth Growth & Preservation for Healthcare Practitioners.
ADVICE, STRATEGIES & INVESTMENTS FOCUSED ON YOUR LIFE GOALS
Retirement Plan Advisory
Retirement success demands solutions that meet each participant’s unique needs and preferences. We harness technology to deliver a hyper-personalized experience for each client that we serve.
We cost effectively drive retirement readiness through personalized engagement, goals-based advice, and individualized investments.
Goals-Based Financial Planning
We offer a more holistic, more personal, and more engaged goals-based approach to financial planning. Rather than aim for some abstract ‘be-all and end-all ‘ objective, that you may never accomplish, we focus on what matters to you most- your personal life goals— then create a custom and actionable plan to realize them.
Investment Management
A FOCUS ON YOUR LIFE GOALS
With goals-based investing, the focus shifts from abstract portfolio returns to the tangible outcomes that truly matter to you – start with the “why” behind your investments to:
- Align your investments with your life goals
- Measure progress towards specific milestones
- Receive personalized guidance from our wealth experts
- Enjoy the peace of mind that comes with a clear plan
Crafting Your Ideal Portfolio
Crafting tailored portfolios for healthcare practitioners is about more than just managing wealth—it’s about aligning financial strategies with the deeply personal goals that define each individual’s journey.
By thoughtfully blending opportunities across both public and private markets, we create investment solutions that reflect the unique rhythms of a healthcare professional’s life—balancing demanding careers, personal aspirations, and long-term security
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BRINGING THE FUTURE INTO THE PRESENT
From retirement planning, investment strategies, tax optimization, to estate planning, we offer personalized solutions tailored to your unique circumstances.
Address
2325 E. Camelback Rd., Ste 400, Phoenix AZ 85016
Phone
(480) 364-7401
“Driven by our core values of integrity, innovation, and stewardship, we tailor public+private investment solutions to empower medical professionals to achieve their life goals & secure their legacies”
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LEGAL DISCLOSURE
Cognis Group is a State registered investment adviser, pursuant to the Investment Advisers Act of 1940, as amended, with principal offices in Phoenix AZ. Cognis Group and its representatives are in compliance with the current filing requirements placed upon registered investment advisers by those states in which it maintains clients. A copy of our current written disclosure statement (Form ADV-Part 2) discussing business operations, services and fees is available upon request or may be downloaded here.
This website does not constitute an offer to provide investment advisory services in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. The information contained on this site is for informational purposes only and should not be construed as financial, investment, legal, tax, or other advice. By accessing this website, you agree to be bound by the above terms and conditions.
Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure website.