Who We Serve

Our clients span a range of financial backgrounds, from high-net-worth individuals seeking asset preservation to professionals building long-term wealth, as well as nonprofits managing endowments and long-term financial sustainability. No matter where you are in your financial journey, Cox Capital Management provides the strategic guidance you need.

High-Net-Worth Individuals & Families

With investable assets between $1M-$10M, our HNW clients rely on us for tailored investment management and financial planning solutions. We focus on wealth preservation, legacy planning, and multi-generational financial strategies.

HENRYs (High Earners, Not Rich Yet)

For professionals and entrepreneurs in the process of accumulating wealth (less than $1M), we offer customized financial planning and investment strategies that align with your career trajectory and future goals.

Nonprofits & Foundations

As an affiliate member of the Massachusetts Nonprofit Network and Philanthropy Massachusetts, we empower nonprofits with the financial tools needed to thrive. For nearly 30 years, we’ve helped nonprofit organizations navigate financial challenges with a disciplined, strategic approach. Understanding that financial stability is key to achieving long-term impact, we focus on safeguarding assets through lower-risk investments.

Let's plan your future.