Cox & Cook Wealth Advisors
Simplifying the Complexities of our Client’s Success
Cox & Cook Wealth Advisors offers personalized, fiduciary-based financial planning and wealth management services to help clients achieve financial independence.
About
Cox & Cook Wealth Advisors is a fiduciary financial advisory firm that provides ongoing, uniquely tailored wealth advisory management to clients who value authentic expertise. Using the Anchor Point FORMula, the firm integrates wealth management with risk and debt management, tax planning, and philanthropy to help clients pursue financial independence.
The firm serves Legacy, Framework, and Foundation clients, each with distinct financial complexities and goals, and collaborates with strategic partners to deliver comprehensive solutions.
Services
Anchor Point FORMula Process
A proprietary, adaptable financial planning process that integrates wealth management, risk and debt management, tax planning, and philanthropy to guide clients toward financial independence.
Legacy Client Services
Specialized planning for generational wealth, including passive income strategies, private placement asset planning, and charitable giving.
Framework Client Services
Comprehensive planning for retirees and pre-retirees, covering estate, long-term care, insurance, tax, and liquidity planning.
Foundation Client Services
In-depth financial planning for clients 10-30 years from retirement, focusing on college planning, insurance planning, and comprehensive financial strategy.
