About Cox & Cook Wealth Advisors
Cox & Cook Wealth Advisors is a wealth management firm in Dublin that works with families, professionals and business owners whose finances have grown complex. Its advisors follow the fiduciary standard and combine investment management with risk and debt management, income and tax planning, and charitable giving.
The firm groups its clients by stage. Those still 10 to 30 years from retirement get help with financial, college and insurance planning; retirees and people close to retiring get estate, long-term care, tax, and business and liquidity planning; and families with generational wealth get help with passive income, private placements and charitable strategies. Plans are adjusted as clients' lives change, and the advisors bring in attorneys, accountants, bankers and other specialists when needed. A second office is in Sarasota, Florida.