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401-K & 403-B Plans 
Investment Management
Retirement Income Planning
Estate Planning
Tax Advisory
Financial Wellness

Evolving with Monitoring and Rebalancing

Your financial voyage is an ongoing process. Regular evaluations of your mutual fund investments are pivotal to ensure alignment with your objectives. Fluctuations in market values necessitate periodic rebalancing for optimal risk and return management.

Get STarted With A Free Consultation

From retirement planning, investment strategies, tax optimization, to estate planning, we offer bespoke solutions tailored to your unique circumstances.

Address

9375 E Shea Blvd., Ste 100 Scottsdale AZ 85260

Phone

(480) 364-7401

We specialize in personalized retirement solutions for small businesses, the self-employed, and individual investors. 

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experience of our firm & financial advisers

LEGAL DISCLOSURE

Cognis Group is a State registered investment adviser, pursuant to the Investment Advisers Act of 1940, as amended, with principal offices in Scottsdale 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.

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