Invest With Us
Discover how we can help you reach your financial goals and steward generational wealth.
You may often have questions related to when you can retire, how you should invest, or if you’re saving enough. You might have gone through a transition such as a new job, retirement, inheritance, or loss of a spouse. We want to ease your worries in these difficult transitions.
Our clients will work through a 7 step process and have the opportunity to get to know Josh Robb, Partner & Director of Wealth Management of Hixon Zuercher Capital Management, while he learns more about your personal goals, needs, and overall financial situation.
Clients of the firm enjoy long-term investment management and an ongoing relationship providing expertise and advice on new financial situations that arise in clients’ lives.