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.