Cox Wealth Management, LLC
www.coxwealth.comCox Wealth Management, LLC is a Tax and Accounting firm located in Chattanooga, Tennessee, providing a full range of Services, including Employee Benefit and Tax planning advice to our clients. The Chief Investment Manager of the firm, Richard L. Cox, Sr., CFP®, ChFC, CLU, ATA, AEP has been stewarding the assets of his clients since 1976. Just as a Chief Financial Officer (CFO) of a corporation works daily to achieve financial success, we serve as the personal CFO to many successful business and professional executives. * Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC. Investment advisory services offered through American Portfolios Advisors, Inc. a SEC Registered Investment Advisor Cox Wealth Management, LLC. is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
Read moreCox Wealth Management, LLC is a Tax and Accounting firm located in Chattanooga, Tennessee, providing a full range of Services, including Employee Benefit and Tax planning advice to our clients. The Chief Investment Manager of the firm, Richard L. Cox, Sr., CFP®, ChFC, CLU, ATA, AEP has been stewarding the assets of his clients since 1976. Just as a Chief Financial Officer (CFO) of a corporation works daily to achieve financial success, we serve as the personal CFO to many successful business and professional executives. * Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC. Investment advisory services offered through American Portfolios Advisors, Inc. a SEC Registered Investment Advisor Cox Wealth Management, LLC. is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
Read moreCountry
State
Tennessee
City (Headquarters)
Chattanooga
Employees
1-10
Founded
1998
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Operations Director
Email ****** @****.comPhone (***) ****-****Chief Managing Member
Email ****** @****.comPhone (***) ****-****Investment Advisory Representative
Email ****** @****.comPhone (***) ****-****Corporate Counsel
Email ****** @****.comPhone (***) ****-****