Christopher Cox

Christopher Cox provides comprehensive wealth management services to individuals, families, and business owners. He utilizes a holistic approach in helping clients build a financial plan based on their individual needs with a focus on helping to create wealth that can be transferred to the next generation. He manages both risks and returns and educates investors to focus on what is in their control rather than being distracted by market events.

Chris believes in building lifelong relationships with his clients by providing a process that starts with understanding their current financial situation, identifying opportunities, implementing an investment strategy suitable for his clients, and monitoring the strategy on a consistent basis.

Chris was raised in Western Colorado. He graduated from Eckerd College in St. Petersburg, FL with a degree in Political Science. He has worked in Finance and Banking for 20 years and has a broad depth of experience in providing investment management and lending solutions to his clients. He worked for several years as a high net worth family office portfolio manager in New York City prior to moving back to Colorado in 2008. He served as a Peace Corps Volunteer in Thailand prior to starting his career in finance. Chris and his wife Holly live in Montrose, CO. Chris is an avid outdoorsman and enjoys skiing, cycling, and spending time with his family.

Christopher is actively involved in his community. Chris serves as a Board Member of the Montrose Hope West Planned Giving Council as part of Hospice & Palliative Care of Western Colorado.

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