J. Travis Cox, CLF®

Financial Advisor

Our Intergenerational Promise.

We’re committed to helping our clients keep the promises they have made—and will make—to future generations.

Protect. Grow. Peace of Mind.

We help business owners and families first define their most important outcomes and priorities. Then we look for opportunities to manage cost, optimize risk, reduce taxes, and bring clarity to your overall financial health picture.

Together, we’ll create a financial plan and manage your investment strategies to help you live the life you want, and the life you never thought you could.

Private Client Services.

The more assets you accumulate, the more complex the task is of preserving and protecting them. By leveraging our Private Client Service solution from Northwestern Mutual Wealth Management Company, you’ll gain the benefit of having teams dedicated to your unique needs.

  • Flexible solution. Private Client Services is a flexible, discretionary portfolio management solution designed for individuals with at least $1 million to invest.
  • Tailored investment plan. Private Client Services accounts are managed according to the Northwestern Mutual investment philosophy. We believe that diversified portfolios offer the most reliable approach for gaining market exposure that consistently reflects capital market behavior.
  • Proven approach. Your Northwestern Mutual Wealth Management Advisor will work with you to help identify your goals, risk tolerance and unique circumstances.
  • A team dedicated to you. Our Private Client Services solution is designed to offer you exceptional service. Along with your Northwestern Mutual Wealth Management Advisor, you can rely on a dedicated portfolio manager and a team of experienced professionals to manage your account.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck