Cash Flow Planning
Plan for income that is sufficient to support your lifestyle in a tax-advantaged way.
Tax Planning
Help minimize the tax burden you face now and in the future.
Estate Planning
Seek to preserve your assets and ensure they go to the people and causes you choose.
Risk Management
Plan to minimize the threats to your personal or business assets.
Business Planning
Anticipate issues specific to your business, shareholder equity, and succession.
A Sophisticated
Level of Attention
We are an independent financial advisory firm with more than 35 years of experience serving an exclusive group of families with multigenerational wealth, business owners, and successful executives.
Our team offers diligence in taking care of your money, responsiveness and proactive communication, and the high-level of personalized attention you would expect from a large family office.
Your Dedicated Team
We take pride in being part of an elite group of wealth management teams acknowledged by Forbes/SHOOK. This achievement reinforces our position as a trusted partner in guiding clients and their families toward their financial goals.
2024 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2024 based on data from March 2022 to March 2023. 10,144 Management Teams were considered, approximately 4100 Teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Carrie Coghill,
CFP®
President/CEO
Michael Cooley,
CFP®, CEPA®
Partner, Vice President
Financial Advisor
Shana Bielich,
CFP®
Partner, Vice President, Financial Advisor
& Director of Wealth Management
The Bull, The Bear, and You – Monday, September 22, 2025
Stocks are hitting new highs even as $7.7T sits in money market funds. In this episode of The Bull, The Bear and You, our panel explores what’s fueling the rally and how rate moves could shape the path ahead.
Archived Around the Table – Episodes
Top Women
Wealth Advisors
Read about Carrie Coghill who was honored on Forbes’ list.
2021 Forbes Top Women Wealth Advisors, created by Shook Research. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Forbes for more award information.
Carrie Coghill on CNBC
Carrie Coghill, CEO of Coghill Investment Strategies, LLC, shares her thoughts and insights on how investors should consider handling taxes and their 401(k) plans on CNBC.
