Welcome to The Cox - Wilkins Wealth Management Group website. As long-time residents and active members of the Pasco County Community, The Cox - Wilkins Group Wealth Management Group serves the financial needs of high net worth individuals. They believe a team approach is essential to working with clients to help them reach their goals. They are well qualified to provide three core capabilities: sound financial advice, quality investments and well-structured plan execution. Through their experience they have developed well-defined processes for assessing clients’ needs and managing long-term relationships.
Their Individual Wealth Management Approach assists clients in identifying investment objectives, developing and monitoring individual strategies, and reviewing portfolio performance.
Corporate Retirement Plan Services can help business owners manage the valuable human resources of their businesses with a broad range of retirement plan services.
When it comes to client service, it is often critical to have a timely response. Their dedicated client service team supervises operational and administrative details with this standard in mind. They are available to answer clients’ questions on account transactions, balances, check writing, monthly statements, dividends, etc. The team focuses on raising their clients’ comfort with the information provided, whether it is traditional monthly statements or technology via the internet.