About

Financial Planning with a Human Touch

At Cox Capital Management, we provide personalized financial solutions for high-net-worth individuals and nonprofits. Unlike larger institutions, we take a hands-on approach. Every client gets a tailored strategy that matches their unique financial goals. Whether managing generational wealth, overseeing nonprofit endowments, or guiding professionals toward financial independence, we focus on customized financial planning and investment management.

History

After twenty years in the financial services industry, Bill Cox started Cox Capital Management in 1997 to tackle the conflicts of interest he saw in traditional advisory firms. During that time, Bill met with hundreds of company management teams and developed a knack for spotting talented managers. Today, the firm has grown into a comprehensive wealth management firm, serving high-net-worth individuals and nonprofits across the country.

Philosophy

At Cox Capital, we believe in a research-driven approach to investment management. Our focus on risk mitigation has helped us navigate major market downturns, from the tech bubble in 2000 to the financial crisis in 2008. We use forward-thinking strategies and cutting-edge financial technologies to keep our clients positioned for success in a changing economic landscape.

Fiduciary

As a fiduciary, we adhere to the highest levels of trust and transparency. We make decisions based solely on our clients' best interests.

Community

Beyond wealth management, we are dedicated to supporting the local community through charitable contributions and educational initiatives. We believe in giving back and empowering individuals with financial knowledge.

Alzheimers Association Andover High School Baseball Boosters Beth Israel Deaconess Breast Cancer Research Foundation Camp Bauercrest Cardinal Cushing School Childrens Miracle Network Dracut Scholarship Foundation Essex County Community Foundation Francis Ouimet Scholarship Fund Immaculate Conception School Lawrence Family Development Education Fund Lazarus House Mass Charitable Mechanic Association Mass General Cancer Center Massachusetts Non-Profit Network Massachusetts Special Olympics Merrimack Valley YMCA Pan Mass Challenge Rodman Ride For Kids Colleen E. Ritzer Memorial Fund Tee Time for Maine Cancer The Mattingly Center The Scholarship Foundation of Wakefield Tommy McNamara Foundation Wounded Warrior Project

Cox Capital Management is a proud member of the Merrimack Valley Chamber of Commerce. The Merrimack Valley Chamber of Commerce is the largest, most effective business to business network serving over 1,000 businesses in the Merrimack Valley communities including Andover, Lawrence, Methuen, North Andover, Greater Haverhill, Greater Lowell and Southern New Hampshire.

Let's plan your future.