Cox Capital Management

Cox Capital Management LLC is a reputable wealth management firm based in Andover, Massachusetts. Founded with the primary objective of empowering individuals and families to achieve financial success, we take a holistic approach to financial planning, integrating practical expertise with advanced technology to deliver tailored solutions that meet diverse financial goals.

Our Team: Guiding Your Financial Future

Our team of seasoned professionals comprises accomplished investment advisors, researchers, and portfolio managers, each with diverse backgrounds and expertise. We are united by a shared passion for helping clients navigate the complexities of the financial landscape and make informed decisions regarding their financial future.

1. Asset Management

In an era of robo-advisors and ETFs, we believe in the power of human expertise blended with cutting-edge technology. Our experienced portfolio managers leverage sophisticated analysis and risk-management strategies to create diversified portfolios that align with each client's unique goals and risk tolerance.

2. Financial Planning

We prioritize understanding your financial aspirations and concerns to develop a customized financial plan that serves as a roadmap to your financial goals. Our meticulous planning process includes comprehensive asset allocation, risk assessment, and regular review and adjustment to stay ahead of life's changing circumstances.

3. Financial Planning for Diverse Needs

Whether you are planning for retirement, saving for your children's education, or navigating complex estate planning concerns, our team has the expertise to guide you through the process. We provide personalized guidance on:

• Retirement planning and optimization
• Tax mitigation strategies
• Estate planning and asset protection
• Business succession planning

Our Commitment to You

At Cox Capital Management, we prioritize clear and consistent communication. We believe in forging strong relationships with our clients, ensuring that you are always informed and involved in the process. Our team is accessible and responsive, readily addressing your questions and concerns.

Our Values

Our core values underpin our decision-making and interactions:

• Integrity: We adhere to the highest ethical standards and maintain transparency in all our financial planning and investment activities.
• Expertise: We leverage our diverse knowledge and experience to provide tailored solutions to complex financial situations.
• Client-Centricity: We prioritize your needs and goals, building personalized relationships based on trust and understanding.
• Sustainability: We advocate for responsible investment practices that align with your values and contribute to a sustainable future.