Privacy Notice

Cox Wealth Management LLC, (“CWM”), along with its sister companies Cox Financial Centers, Inc. and Legacy Trust Administration Services, Inc. (The Cox Financial Group of Companies) is committed to protecting client privacy and maintaining client trust. That is why CWM wants their clients to understand how they protect client privacy when they collect and use information about their clients, and the steps that they take to safeguard that information.

Please read this to learn how we will handle client (private) personal information:

Information CWM Collects (About their Clients):

In connection with providing tax advice, consulting or other services, CWM obtains non-public (or private) personal information about clients, including:

How CWM Uses (Client) Information:

Inormation may be used by American Portfolios Financial Services, Inc. American Portfolios Advisors, Inc. and other companies that perform support services for CWM, such as billing, data processing, technical (computer) systems consultants and programmers, or companies that help them market products and services to clients for a number of purposes such as:                                                

CWMs Security Policy:

CWM restrict(s) access to nonpublic (or private) personal information about clients to those individuals who “need to know” that information to provide products or services to clients and perform their respective duties. CWM maintain(s) physical (locked doors), electronic surveillance with central monitoring, electronic (password protection, encryption and firewalls) and procedural (back up computer systems with data archived nightly) and other security measures to safeguard confidential client information.

Closed or Inactive Accounts: 

If a client decide(s) to close their account(s) or become an inactive customer, (meaning they no longer respond to CWM contacts and do not execute transactions through CWM), this Privacy Policy will continue to apply to that client.

Complaint Notification:

Direct complaints to: Cox Wealth Management LLC. 6031 Shallowford Road. Suite 109. Chattanooga. TN 37421-1984. Telephone: 423-894-3882

Changes to this Privacy Policy:

If any substantial changes are made in the way CWM use(s) or disseminate(s) confidential information, (each client will be notified).  If there are any questions concerning this Privacy Policy, please write to: Cox Wealth Management LLC. 6031 Shallowford Road. Suite 109. Chattanooga. TN 37421-1984. Or Telephone: 423-894-3882

Securities offered through American Portfolios Financial Services, Inc. , Member FINRA/SIPC

Investment advisory services offered through American Portfolios Advisors, Inc. a SEC Registered Investment Adviser

Cox Wealth Management, LLC. is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors, Inc.