Cox Wealth Management, LLC
is a Registered Investment Adviser located in Chattanooga, Tennessee, providing a full range of Wealth Management Services, including Investment and Tax planning advice to our clients.
The Chief Investment Manager of the firm, Richard L. Cox, Sr., CFP®, QFP, ChFC, CLU, MFP, CWM, ATA, AEP has been stewarding the assets of his clients since 1976.
Just as a Chief Financial Officer (CFO) of a corporation works daily to achieve financial success, we serve as the personal CFO to many successful business owners, professionals, physicans, and their families. We assess and monitor their financial needs and offer objective advice to realize their life goals. We call it building a "Significant Life", if you are looking for a personal CFO you may want to take advantage of our free "Second Opinion" to see if we are a good fit.
Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.
* Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC.
Investment advisory services offered through Cox Wealth Management, LLC a Registered Investment Advisor
Cox Wealth Management, LLC. is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc