Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Artist building frame

Jeffrey Richard Cox

Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IN
  • MI
  • MN
  • OR
  • TN
  • TX
  • WI

Education

  • B.A. Finance, Ferris State University
  • Master of Science, Western Michigan University

Credentials

  • Chartered Retirement Planning Counselor
945 West Norton Avenue
Muskegon, MI 49441
  • (231) 739-9827

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.

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