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Cox Wealth Managemnt, LLC

6031 Shallowford Road, Suite 109
Chattanooga, TN 37421-1984
Phone:
  • (423) 894-3882
  • Toll Free (800) 929-3574
Fax:
  • (423) 899-6502

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"Helping you build a Significant Life!"

Cox Wealth Management, LLC

Whether it's planning for retirement, protecting your family, managing your investments or leaving a legacy for those you leave behind, it all starts with a comprehensive financial plan, one where we assist you each step along the way.

We are a goals centered planning firm, helping you answer the questions, “When can I retire?" "Will I be able to travel and see the world?", "What happens if I become disabled?", "Will my family be provided for should I die unexpectedly?” How much will college cost for my Children?", "Am I receiving all the tax breaks I'm legally entitled?", "How do I leave my assets to my family without undue cost and taxation?”

These questions, and many more, are explored during our planning sessions together and when finished your virtual plan updates your progress, as your needs change and your goals are reached.

INVESTOR TOOLS

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HOW TO FIND US!

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck