With more than 30 years of industry experience, Coggeshall Wealth Management helps clients achieve their financial goals with custom investment advice and outstanding personal service.
For individual, family, and businesses, Coggeshall Wealth Management offers a wide range of financial planning services and investment solutions that strive to build and preserve wealth, as well as create a steady stream of income in retirement. Working with the extensive resources at Davenport, Coggeshall Wealth Management can help clients manage their assets with a range of professionally managed fee-based accounts or traditional brokerage accounts. They can also provide access to custom portfolios and premier money managers, as well as access to mutual funds. For those seeking reliable income, Coggeshall Wealth Management can build custom fixed income strategies.
By taking the time to understand what clients want to achieve with their assets, the Coggeshall Wealth Management offers highly personalized planning and investment advice. This approach allows us to choose the most appropriate investments to serve as a road map for pursuing each client’s financial goals.
Tim Coggeshall is registered with the Financial Industry Regulatory Authority (FINRA) to offer securities and advisory services to clients who reside in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin. Tim is licensed to offer insurance and annuity products to residents in North Carolina and Virginia.