Securing your family's future is one of life's most significant challenges. It is important to find financial advisors who are skilled portfolio managers pledged to invest in your best interest. You can trust Nix Wealth Management to do just that. First, we listen. You tell us about your goals, current financial situation, your investment horizon and risk tolerance.
You tell us your priorities: investment growth, retirement income, financial independence, college tuition, etc. Then we develop a highly personalized financial strategy that is tailored to accomplish your goals. We constantly monitor market conditions and the activity of each individual holding in your portfolio.
You tell us your priorities: investment growth, retirement income, financial independence, college tuition, etc. Then we develop a highly personalized financial strategy that is tailored to accomplish your goals. We constantly monitor market conditions and the activity of each individual holding in your portfolio.
Services
Joe has over 35 years of experience as a Financial Advisor and founded Nix Wealth Management in 1995. He created Nix Wealth Management to offer independent, fee-based investment advisory services for his clients using customized strategies. Joe is a Certified Financial Planner professional and graduate of the California State University of Sacramento School of Business Administration and the College of Financial Panning.
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