Meet With Us

It’s never too late to take the first step or get a second opinion.

Contact Us

If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

It is important to feel you have control over your future. At Cox Strategic Wealth, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

If you would like to learn more about Cox Strategic Wealth or would like to schedule a no-obligation meeting, please contact us today!

Cox Strategic Wealth

Phone: 949.373.0740
Fax: 888.477.8668

999 Corporate Drive, Suite 100
Ladera Ranch, CA 92694