Cox Wealth Management is a trusted financial planning firm serving individuals and families in Chattanooga, Tennessee. Founded by Richard L. Cox, Sr., CFP, we have over 40 years of experience guiding clients towards achieving their financial goals and building a meaningful life.
Our Approach
We believe every life has the potential for significance. Our personalized approach starts with understanding your unique aspirations, values, and passions. We work alongside you to:
- Develop a comprehensive wealth management plan: This customized roadmap addresses all aspects of your financial life, including investment management, retirement planning, and estate planning.
- Accumulate wealth: Through strategic planning and investment solutions, we help you grow your wealth efficiently.
- Secure your financial future: We provide guidance on risk management and estate planning to protect your wealth for generations to come.
- Plan for the future: We assist with goal setting, retirement planning, and generational planning to ensure your wealth contributes to a fulfilling life.
Who We Are
Our team of experienced professionals is dedicated to providing personalized guidance and support throughout your financial journey. With a focus on open communication and transparency, we work collaboratively with clients to achieve mutual success.
Our Founder
Richard L. Cox, Sr., CFP is a seasoned financial advisor with over four decades of experience guiding clients towards financial success. His deep understanding of financial planning and his compassionate approach have made him a trusted advisor to countless individuals and families.
Contact Us
Let us help you take the next step towards financial security and a more meaningful life. Contact us today to schedule a complimentary consultation and learn how we can partner with you to achieve your goals.
We would be honored to help you build a significant life.
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