Financial Planning With Confidence
When hiring a financial advisor you’re hiring a partner in your success. We value and appreciate the importance of your decision. We’re committed to a thorough, efficient and articulate planning process to ensure confidence with our team.
Our Mission
At Wilcox Wealth Management, we aim to provide unparalleled financial guidance and concierge services to individuals working in tech and other career fields. Through comprehensive and prudent financial and investment management, we empower our clients to work toward their long-term financial objectives by making informed financial decisions.
We understand the time and hard work our clients have invested into their careers and in building their wealth. With a deep understanding of each client's unique goals, priorities, and resources, we explore the capabilities of their savings and align them to their future personal and financial goals. Our client stories include helping them navigate career transitions, negotiating bonuses and salaries, optimizing portfolio structures for reduced risk and tax consequences, and planning legacies for family’s future generations.
Creating Generational Wealth
Using comprehensive tools to thoughtfully transfer your wealth to your next of kin.
Retirement Stock Options
Plan for efficiency through tax qualified accounts while minimizing investment risk exposure.
Comprehensive Financial Planning
Build tangible estate, retirement and life goal planning.