Our Mission

At Wilcox Wealth Management, we provide robust 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 achieve 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 securing lasting legacies for family’s future generations. 

Our Founder 

Craig is a leader in navigating the dynamic landscape of the tech industry with over 15 years of experience working with clients in a variety of regions and careers. Catering primarily to individuals work professionals, Craig fosters long-term client relationships through his emphasis on the importance of transparent and honest communication.