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Personalized financial planning and wealth management, based in Denver, Colorado.
WILLCOX WEALTH PLANNING
- Determining when you have enough assets and supplemental income to retire comfortably
- Optimizing Social Security timing and withdrawal sequencing strategies
- Creating sustainable portfolio withdrawal rates that weather market volatility
- Implementing tax-efficient planning and strategic asset transfers to heirs
- Coordinating retirement accounts and taxable investments for optimal tax outcomes
- Achieving confidence and peace of mind in your retirement
- Managing wealth accumulation alongside growing family and career responsibilities
- Navigating complex compensation including stock options, RSUs, and executive benefits
- Consolidating investment accounts and retirement plans across multiple institutions
- Balancing competing savings goals like education funding versus retirement contributions
- Simplifying your investment portfolio while maximizing long-term growth potential
- Optimizing tax-loss harvesting and asset location strategies as wealth grows
Pre-retirees and Recent Retirees
Mid-Career Professionals
Two Distinct Client Types
“Without goals, and plans to reach them, you are like a ship that has set sail with no destination.” — Fitzhugh Dodson
It’s about understanding you—where you are now, where you want to go, and what matters most along the way. The goal is always to put your interests first, offer real value, and help you live your life with confidence.
The firm is built on a belief that’s stood the test of time: a small, relationship-driven company that truly cares can deliver a more personal, more meaningful experience—one that puts people ahead of profits and service ahead of sales.
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Willcox Wealth Planning started with a simple idea: financial advice doesn’t have to be complicated.
Cameron Willcox
cw@willcoxwealthplanning.com
978.888.3012
PO Box 12225 Denver, CO 80212
If you would prefer to speak with me directly, schedule a call here!
If you have a question, or would like more information about something please use the form below or reach out directly at the contact information below.
If you have a question, or would like more information please use the form below or reach out directly at the contact information below.