Visionary Capital for Visionary Families
Coign Capital is a fee-based fiduciary committed to helping you thrive. We’re large enough to take advantage of changing markets and nimble enough to create personalized solutions.
Vision & Commitment
These are the characteristics that led to your success. They should also be the characteristics of your wealth management team.
our services
R.I.S.E. with coign
Working with Coign is a breath of clear air. Our simple system helps you build a vision for your assets and put that vision into practice with a dedicated, supportive team.
RELATE
We begin each client relationship with a unique process that reviews your financial vision and the core purpose driving your short and long-term goals.
IDENTIFY
We identify traditional or bespoke investment opportunities based on your goals, timeframe, and risk tolerance.
SERVE
Putting your plan into action, we serve your needs as an experienced fiduciary with the support of an entire team of advisors and analysts.
EVOLVE
We generate detailed custom reports and meet frequently to make sure your investments are always working for you and and aligned with your personal purpose.
WORKING WITH COIGN
Hannah Shipp
Alli Sudbury
Brock Alvord, CFP®
Joanne Laudenslager
Debbie White
Heather Syrett
Courtland Adams
Daniel Zundel
Adam G. Lefler
M. Brandon Riley, CFP®, CRPC®
Kyler Brooksby
J. Matthew Zundel
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Elios Valmonte
Ben Moned
Maria Averon
Marc Anthony
insight from inside
the markets
The latest news and insight from the Coign team about the mindsets and strategies that can make the difference in investing.
connect with coign
We’re here and excited to connect. From answering simple questions to setting up a first consultation, use this form to reach out.
CONNECT WITH COIGN
We’re here and excited to connect. From answering simple questions to setting up a first consultation, use this form to reach out.
