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

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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