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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

Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

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Videos

We have interesting videos for you to watch on my site.

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"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 TOOLS

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!

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