Geneos Wealth Management

Our Vision

At Cox Global Associates, our mission is to empower individuals to achieve financial well-being through personalized wealth-building guidance and comprehensive financial planning. We believe financial security is a fundamental right, and our team works diligently to tailor solutions that align with your unique needs and aspirations.

Who We Are

Our team comprises experienced and passionate financial professionals with diverse backgrounds and extensive knowledge across all aspects of wealth management. We are dedicated to building strong, long-term relationships with our clients, guided by open communication, transparency, and personalized understanding.

Our Expertise

We offer a comprehensive suite of services that cater to every stage of your financial life, including:

Retirement Planning

• Comprehensive retirement analysis and planning
• Strategies for maximizing retirement accounts
• Post-retirement income planning
• Roth vs. Traditional IRA guidance

Wealth Management

• Portfolio construction and risk management
• Investment review and analysis
• Tax optimization strategies
• Estate planning and legacy planning

Financial Planning

• Goal-setting and financial planning
• Budget and expense management
• Debt consolidation and management
• Insurance review and recommendations

Personalized Support

• Family wealth planning
• Business succession planning
• Financial education and planning workshops

Our Approach

We believe in a collaborative and personalized approach to wealth management. We take the time to understand your unique financial situation, goals, and aspirations. We then work with you to create a customized financial roadmap that aligns with your vision for the future.

Our Values

Our core values underpin our commitment to providing exceptional client service:

• Integrity: We adhere to the highest ethical standards and maintain transparency in all our dealings.
• Personalized Attention: We treat each client as an individual and tailor our approach to their unique needs.
• Client Focus: We prioritize your goals and objectives, working collaboratively to achieve your financial aspirations.
• Sustainability: We advocate for responsible investing and sustainable practices.

Get Started Today

If you're looking for a trusted partner to guide you towards financial security and success, contact us today to schedule a complimentary consultation. We'll work together to create a roadmap for a prosperous future.