Cox Strategic Wealth
Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.
Our sole purpose is to help our clients arrange their financial affairs in an efficient and effective way; to preserve their capital and obtain risk-adjusted returns consistent with their financial objectives; and, most importantly, provide them with financial freedom.
Cox Strategic Wealth was established to provide our clients long-term, value-added financial counsel and investment performance with exceptional service. We are committed to providing our clients with a superior level of service as well as ongoing education designed to further their understanding of our financial and investment strategies. Cox Strategic Wealth will work alongside our clients in articulating, establishing, and achieving their financial life goals.
We believe in taking a holistic approach to financial planning for our clients. We apply the “whole person” concept in evaluating and presenting the financial options available to the individual client. In our experience the “best” financial solution to a given situation is not necessarily an appropriate option for the client.
Each client receives an individualized analysis reflecting their current situation and available financial solutions applicable to their particular situation as well as specific recommendations as to which paths to follow. We believe that it is particularly important to present relevant financial alternatives in order to develop a truly cohesive plan—one that is designed to achieve their lifelong financial goals as well as be consistent with their personal philosophy. We find that quality financial decisions are made after the client is informed of options that they may not know are possible.
We believe with responsible decisions, reasonable expectations, and vigilant, attentive counsel each client can achieve their financial life goals. It is to this end and purpose, on behalf of our clients, that Cox Strategic Wealth exists.
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cox Strategic Wealth are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BCM.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.