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Wealth Management
Did you know…?
- 60% of business owners do not have a financial advisor
- 30% of business owners have not calculated their financial needs for retirement
- 75% of business owners do not have a plan to transfer proprietorship upon their departure from business
To address these deficiencies, the wealth management division of COX Capital Group assist business owners with the above (and other) concerns that affect their business and personal growth.
COX Capital Group offers well-informed, enterprising, dependable, financial planning which gives business owners the security of having an experienced pecuniary advocate protecting and managing their wealth, thus proving freedom to grow their business and focus on their family.
Retirement Planning
The COX Capital Group wealth management team is well-versed in the challenges retirement planning can present. After taking into account the intricate circumstances of each family, our team will take the guesswork out of when to retire, as well as saving enough to live comfortably while continuing to provide for your family.
Fixed Income Strategy
COX Capital Group’s experienced team understands fixed income investments can be a key part of overall investment strategies, particularly as it relates to diversification. Clients can benefit from our expertise in everything from mutual funds to unit investments trusts, derivative strategies to market-linked investments.
Nonprofit Solutions
COX Capital Group recognizes the important work that nonprofit institutions, endowments, and foundations do for the world community. Our team can help tailor solutions to clients’ needs across a broad spectrum of focuses. Expect expert advice on investment management, impact investing, leadership development, mission advancement strategies and much more.
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