Tristan G. Cox
I am a Certified Financial Planner, CFP®. As founder and owner of Wealth Span Capital Management I focus on outcomes based comprehensive planning. With five years of experience, I am also licensed in life and health insurance. To offer great service and convenience, I generally meet clients at their homes or offices. I enjoy my time outside of work following the Minnesota Twins and spending time with my wife and three young children in Northfield, MN.
Tristan G. Cox ADV – Disclosure Brochure*
Our Philosophy
At Wealth Span Capital Management, we work with you to identify your goals and help you meet them.
Our goals for you are financial education so you know what your money is doing, optimizing investment accounts and creating tax efficiencies to provide comfort in retirement, and planning for the future to ensure your money goes where you want it to.
Wealth Span Capital Management is a Registered Investment Advisor and we act as a fiduciary for our clients. As a fiduciary, we always act in the client’s best interests. We work with clients on a tiered flat fee system for both financial and wealth management.
*Form ADV – Disclosure Brochure is the uniform form used by investment advisers to register with both the Securities and Exchange Commission (SEC) and state securities authorities.
In the News
College on the Radio | Episode: 4-22-26
Host Joe Moravchik talks with certified financial planner Tristan Cox about when in life it’s a good idea to begin investing, the benefits of 529’s and Roth IRA’s, if it’s ever too late to begin an investment plan, the phases of retirement and how to best prepare for those phases, and much more.