We focus on building long-term, personal relationships with our clients, enabling us to provide sophisticated, customized solutions to suit their unique needs.
Who We Are
We are a third generation boutique advisory firm that was established in 1957 by Harry Cox.
What We Do
We develop long-term working relationships with successful entrepreneurs, professionals and their teams and take the time to discover their unique needs and challenges. We specialize in estate planning, life insurance, employee benefits and wealth management.
Estate Planning
We help clients grow, protect and transfer their wealth in the most effective manner. This involves simplifying complex planning issues and helping our clients design and plan for future ownership strategies.
Employee Benefits
Our unique approach helps clients maximize value from their benefit dollars. We ensure that our clients' plans are funded in the most efficient manner, their employee's understand the value of their programs and all programs align with the organization's values and objectives.
Wealth Management
We provide discretionary investment management services for high net worth individuals, families and foundations. We build long-term personal relationships so that we are able to understand your needs and challenges and provide ongoing professional guidance acting as your trusted advisor.