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Cox Wealth Management

878 3rd Street
Alpharetta, GA 30009
Phone:
  • 800.296.8085
Fax:
  • 678.395.6140

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Investments, Securities, and Insurance Services

 

Welcome to the Cox Wealth Management web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

Please also take a moment to follow us on FACEBOOK or LinkedIn

We hope this visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

For a complimentary subscription to

 

Cox Wealth Management's 
Monthly Economic Updates

 

which is delivered by email, contact us and we will be in touch.

Great sources of satisfaction over the years have been the extraordinarily close relationships that have developed between Cox Wealth Management and the Xerox Corporation family, and our working within families' lives guiding their progress through their careers and into meaningful retirements.  Helping clients protect and manage their assets in a responsible and tax-wise manner to their children and grandchildren is a source of great satisfaction.

The lifelong relationships are What Drives Our Business. 

This website has been developed specifically to help you learn more about Cox Wealth Management and to help you explore the basic concepts of financial management. It gives you fast, easy, and free access to market performance data. We hope you take advantage of this resource by visiting us often.

Be sure to add this site to your list of "favorites" in your Internet browser. We frequently update our information, and wouldn't want you to miss any developments in the area of personal finance.

Thanks for coming by.

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