At Hixon Zuercher Capital Management, we assist our clients in reaching their financial goals and achieving their dreams. As the Chief Executive Officer, Co-Founder and Chief Operating Officer, I am responsible for overseeing the vision and administration of the firm. In addition to managing the firm’s operations, I serve on the firm’s Investment Committee and am a Co-Portfolio Manager. I focus on providing fee-only wealth management solutions to those saving for and who have entered retirement. Together with my team, I help affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly ta