Cox Wealth Managemnt, LLC

CONNECT

Address:

6031 Shallowford Road, Suite 109
Chattanooga, TN 37421-1984

Phone:

(423) 894-3882 ,Toll Free (800) 929-3574

Fax/Other:

(423) 899-6502

Cox Wealth Management, LLC

Cox Wealth Management, LLC is a tax consulting and accounting firm located in Chattanooga, Tennessee, providing a full range of Services, including goal setting and Tax planning advice to our clients.

The Chief Managing Manager of the firm, Richard L. Cox, Sr., CFP® has been stewarding the planning needs for his clients since 1976.

"Our belief is that every life has the seed for Significance. Our mission is to nurture it to make it grow,"says Mr. Cox.

Cox Wealth Management, LLC has helped many of our clients work toward achieving their lifetime goals by using their financial, personal and business resources toward building a Significant Life. Working together we discover our client’s true passion, that spark that motivates each person to make a lasting impact on the lives of those they hold dear.

We help our clients through the actual implementation of our recommendations, including identifying their heartfelt passions and the legacy they wish to leave, and then in close partnership we begin constructing a focused plan, while working in concert with their other advisors and our business partners.

Our clients learn how to acquire the tools and information needed to pursue their lifetime goals, while building a long and trusted relationship with us, as their Advisor.

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.

 

CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

 

 

 

 

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