Let Our Experienced Financial Advisors Help You Enjoy The Dream of Retirement Income
Your financial security is about more than investments. We help you live your values and trust your future, planning every step of the way.
Schedule a Meeting With Kirk Cox or Call 949-888-6644
As Seen On
Planning for Your Future Starts Today.
Taking the first step toward your financial future begins with a conversation.
At Cox Strategic Wealth, we help individuals and families navigate the complexities of wealth management and retirement planning. From investment strategies and estate planning considerations to insurance solutions, our focus is on helping you make informed decisions about your financial future.
Guidance Throughout Your Financial Journey
Strategies Not Tied to One Particular Product
Solutions Focused on What Matters to You
We Know Trust
Is Earned.
Your wealth represents years of hard work, dedication, and commitment to the people and goals that matter most.
We believe financial advice should always begin with understanding the person behind the plan. That's why we take time to learn what money means to you, what you want your future to look like, and how we can support the life you want to live.
See How We PlanWho Is as Critical as What.
We treat you like part of our family so you can focus on what matters most. You're worth more than your wealth, and we believe your financial planning experience should reflect that.
Meet Kirk Cox
As the owner of Cox Strategic Wealth, Kirk Cox is passionate about helping pre-retirees and retirees prepare for retirement with financial strategies focused on preservation, growth, and income.
Kirk's experience in financial services dates back to 1990. His approach combines personalized income planning, money management, and financial strategies designed around each client's unique goals and objectives.
A California native, Kirk values family, relationships, and helping clients gain a better understanding of their financial future.
Start by Knowing
Where You Are.
A clearer understanding of your financial profile can help you decide what comes next.
Not sure where to begin? Start by identifying where your current financial plan is strong and where there may be opportunities for improvement.
We'll help you evaluate your goals, priorities, and financial position to determine the planning strategies that may be appropriate for you.
View Our Services
Understand Today.
Plan for Tomorrow.
Identify strengths, evaluate opportunities, and take the next step toward your goals.
What Can
You Expect?
A personalized financial planning experience designed to meet you where you are.
Our process centers on understanding your financial needs and providing thoughtful strategies to help you navigate the decisions ahead.
We'll Plan for the
Whole Journey, Together.
Our planning process is designed to help you understand where you are today and build a roadmap for the future. We tailor our guidance, communication, and recommendations around your individual needs.
Discovery
- Start with your goals and values
- Establish what you need from an advisor
- Map out your current financial picture
Strategy
- Evaluate what is needed to reach your goals
- Review potential concerns and opportunities
- Develop a strategy designed around your goals
Implementation
- Align accounts and investments with your goals
- Address additional planning needs
- Establish a plan for ongoing communication
More Ways to Explore
Your Financial Future.
Financial education is an important part of making informed decisions. Explore additional financial information and resources through Kirk Cox's Financial HQ.
Visit Kirk's Financial HQ
Cox Strategic Wealth
Is About Family.
Your financial future is personal. We believe in building meaningful relationships, understanding what matters most to you, and helping you prepare for the journey ahead.
Discover Your Retirement Tax Bill
Get Your Immediate, No-Cost Report!Uncover your potential retirement tax bill in 3 easy steps. Prepare for retirement taxes with a simple way to calculate, evaluate, and explore your next steps.
Get My No-Cost Retirement Tax ReportCox Strategic Wealth Location
Rancho Santa Margarita, California
30211 Avenida De Las Banderas, Suite 200
Rancho Santa Margarita, CA 92688
Office: (949) 888-6644
Cell: (949) 233-3337
kcox@brookstoneadvisor.com
