Cox Wealth Managemnt, LLC

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


You can review interesting calculators on my site.

View Calculators


You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Contact Us

"Helping you build a Significant Life!"

“A Fiduciary is one who has a legal obligation to represent you and your best interest when rendering financial advice or recommendations.” 

It requires a process of data gathering, pulling together all the financial facts about the client, then exploring the goals and objectives you have established for your company, your family, or your organization, through a process of meetings used to clarify and refine each goal until they understand your needs. 

Then and only then will they begin the process of evaluation of the various providers of products or services, examining each one independently and collectivity against each other to discover those best suited to aid in achieving your goals. Once established they will then meet with you regularly to monitor and adjust your plan, to stay on target to reach your goals. 

If you haven't experienced this level of involvement in your planning needs, you haven't used a Fiduciary. 


Investor.gov Investor Tools from the US Securities and Exchnage Commission




When it comes to financial information or checking out your Broker or Adviser, the US Securities and Exchange Commission offers free tools and information, just use the  Investor.gov Icon to go to their website!


Google MapsWe have included the Google Maps Icon to the left so you can find our location and take a virtual peek at our office, just click on the Image.

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