Complex Challenges. Innovative Investment Solutions since 2002.
Delivering sustainable investment performance demands the ability to understand and integrate an abundance of global analytical inputs, then act on the them with conviction to make prudent investment decisions.
At Hixon Zuercher Capital Management, we have proprietary resources, diverse expertise, and a united process necessary to deliver a wide offering of investment solutions personalized to the needs of institutional and individual investors. We have the global perspective, and the fundamental research and analytical skills, to support intellectual, sensible investment decisions, and we’ve embedded this expertise into the essence of how we operate.
101 West Sandusky Street, Suite 301 Findlay, OH 45840
Areas of Expertise
“If you fail to plan, you are planning to fail!” So goes the saying of Benjamin Franklin. I offer a unique and methodical approach to wealth management fully tailored and customized to your unique goals.
ENSURING YOUR ASSETS ARE NOT UNJUSTLY TAKEN
You’ve worked hard for your net worth. Creating the proper estate planning documents is crucial to ensure your assets are transferred to the next generation. I facilitate that process to ensure your assets are not unjustly taken. My professional network of seasoned estate planning attorneys are ready to assist.
Graduating with a Bachelor’s Degree in Accounting and having spent 4 years in Public Accounting prior to becoming a financial advisor, I am uniquely qualified to assist my clients in tax mitigation techniques.
What’s your legacy? Having discussions about what is important to you and what legacy you’d like to leave is near to my heart. Helping you think through the best way of accomplishing your philanthropic goals is what I do best!
TAKING CARE OF YOUR HEIRS
Many of my clients have built up a sizeable nest egg and want to ensure their heirs are well taken care of. However, who will assist them if something were to happen to you? I engage in assisting your heirs continue your legacy and make wise financial decisions.
EXPERT FINANCIAL WITNESS
Sometimes, life throws you a curve ball. Lawsuits and divorce happen. I have experience serving as an expert financial witness in court proceedings should the need arise.
Use the form below to contact me regarding your financial inquiry. Please be as detailed as possible. To help me best service your inquiry, I recommend that you first describe the issue you’re having before telling me what you want to achieve. You may also email or call me to make an appointment.
For career opportunities, please email me your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of wealth management expertise.