Robert Cox Email & Phone Number

In 2021, my colleague and I founded Continuum Wealth Partners, under Northwestern Mutual Private Client Group. This partnership expanded my original firm, Cox Financial Group, and increased our abilities to better serve our clients. Our mission is to work with conscientious professionals, families, and business owners, helping them make some of the most important decisions of their lives, and guide them to true financial security. As a Private Wealth Advisor with the Northwestern Mutual Wealth Management Company, I understand complex financial issues, and how they can affect life goals -- whether you are working to achieve current financial success, or protect and preserve assets over the long term. I work closely with my clients to help them gain a clear understanding of investment goals and identify a solution to meet their needs. Together, we create a comprehensive plan designed to achieve their goals, while providing the personal attention needed to protect their future. I address specific needs of my clients in the following areas:- Retirement income planning- Asset or income protection strategies- Managing the impact of taxes in an overall financial plan- Help manage investments to align with personal goals and individual risk tolerances- Legacy and estate planning- Defensive planning including Life and Disability and Long Term Care The Northwestern Mutual Wealth Management Company offers high quality investment, insurance, and wealth management programs and services for families, business owners, professionals, and high net worth clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Please contact me with any and all questions.

Listed skills include Retirement Planning, Wealth Management, Investments, Financial Planning, and 4 others.