Guidance to Help You Understand and Define Your Financial Goals
Cox & Cook Wealth Advisors was born out of the desire to find a better way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place.
Our experience acquired over decades in the business constantly reminds us of the fluid and dynamic nature of the journey to financial independence. It is with this philosophy in mind that we are able to use our process to craft individual plans for each of our clients as their lives unfold and their needs evolve.
The Cox & Cook Wealth Advisors Statement of Intention
Cox & Cook Wealth Advisors provides ongoing, diversely unique wealth advisory management to engaged clients who value authentic expertise in a purposive and proactive environment. With a genuine and eloquent voice, we help our clients feel empowered and provide them with clarity and confidence about their future through a process called the Anchor Point FORMula.
Cox & Cook Adheres to the Fiduciary Standard
When it comes to financial reform, individuals should pay the most attention to the regulations surrounding the Fiduciary Standard. It sounds complicated, but it essentially refers to the guidelines that spell out the obligations financial services professionals have to their clients.
Currently, there are two standards that advisors and financial planners are held to - the Suitability Standard and the Fiduciary Standard. At Cox & Cook, we follow the Fiduciary Standard, which charges financial advisors with putting their clients' best interests ahead of their own.
Our Strategic Partners
As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.
Contact Us to Get Started
Start building the foundation of your financial future. Begin the conversation with us today to create a wealth management strategy suited to your unique needs.
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