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Investment Management

Financial Planning

Tax Strategy

You've spent decades building your wealth. Now you're facing the biggest financial decision of your life: can you actually afford to retire?

I help answer that question—and create a plan so you can retire with confidence, not anxiety. Together, we'll:

  • Determine if you have enough to retire comfortably (and when)
  • Optimize Social Security and create a smart withdrawal strategy
  • Minimize taxes in retirement through strategic planning
  • Ensure your portfolio can weather market downturns
  • Plan for legacy goals and transferring wealth to heirs

The goal? You retire knowing your plan is solid—and you can finally relax.
Your income is growing, your family's needs are expanding, and your financial life is getting complicated fast. Between stock options, multiple 401(k)s, college savings, and trying to plan for retirement, it's hard to know if you're making the right moves.

I help mid-career professionals cut through the complexity and build a coordinated financial plan. Together, we'll:

  • Navigate equity compensation (RSUs, stock options, ESPPs)
  • Consolidate scattered accounts and streamline your investments
  • Balance competing priorities like college funding and retirement
  • Optimize your tax strategy as your income grows
  • Simplify your portfolio while maximizing long-term growth

The goal? Less financial stress, more confidence that you're on track—so you can focus on your career and family.

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


We're built on a simple belief: a small, relationship-driven firm that truly cares delivers a more personal, meaningful experience.

Our clients get the dedicated service they deserve, with investments custodied at Charles Schwab for security and independence.

Learn more →

Willcox Wealth Planning started with a simple idea: financial advice doesn’t have to be complicated.

If you'd prefer to schedule your first complimentary 30-minute meeting, click here.

send

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!

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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.


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