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"We passionately believe each individual has unique goals and objectives that need to be met."
- J Chris Dixon, CEO from Forbes Dec. 2014 Issue

 
Our Mission:
     Black Harbor Wealth Management's mission is to help clients achieve their retirement objectives by offering optimum products and strategies with passion, ethics and personal attention. Our primary areas of focus include IRA legacy planning and income planning.
 
 

"Retirement plans and glass slippers. Can you guess what they have in common? No? Okay. One-size-fits-all is not a good option for either. Just like in the fairy tale about Cinderella, the glass slipper fits only Cinderella's foot. Likewise, all retirees should not be shoehorned into the same type of retirement plan."

- J Chris Dixon, CEO from Forbes Dec. 2014 Issue
 
 
About Us:
     Since 2010, Black Harbor Wealth Management has been working with friends and neighbors throughout upstate South Carolina to help pursue their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
     It is important to feel you have control over your future. At Black Harbor Wealth Management, we offer our professional guidance to help you design your own retirement income strategy for financial independence. Discover many of the opportunities available to help you plan your financial future. At Black Harbor Wealth Management, we can help you determine a customized retirement income strategy for your unique financial situation.
 
How We Began:
 
"I had bought a telecom business in South Carolina in 2001 and was fortunate enough to surround myself with really good people. We grew that company to the Top 25 Fastest Growing Companies in South Carolina. The growth created a lot of interest from investors and private individuals. Some of them made me an offer I could not refuse so I sold it and that started my dilemma of what to do with my personal money. I visited with a number of financial consultants and was not entirely convinced on what they were "selling" me. So, my oldest son, Christopher, and I co-founded the company with the goal to be completely holistic in our retirement planning." 

- J Chris Dixon, CEO from The Register Feb. 2018 Issue

 

J Christopher Dixon, CEO, MBA, RFC
     As the founder and CEO of Black Harbor Wealth Management, Chris Dixon is focused on helping clients work towards their retirement income. He has more than 21 years of experience in the financial services industry. He truly enjoys informing retirees and pre-retirees about how to help preserve their assets, build retirement income and reduce their tax liability. With his drive, TEAM spirit, overall enthusiasm, and motivation he has also been called the "Captain." Through the company program "RANT" Mr. Dixon has been able to teach seniors how to protect and preserve their assets, increase their retirement income, and reduce their taxes.
     Prior to founding Black Harbor Wealth Management he served as CEO of Cash Masters Check Cashing and Financial Services, a chain of check cashing and financial services stores in the Upstate of South Carolina. Through his leadership he was able to grow Cash Masters into one of the leading check cashing and financial services companies in South Carolina.
     Mr. Dixon also was previously CEO of OneTone Telecom Inc. where he was responsible for growing the retail chain into one of the Top 25 Fastest Growing companies in South Carolina. He also oversaw expansion into Georgia, North Carolina, Tennessee, Alabama, and Florida. While sharpening the strategic focus and overseeing the tremendous growth of OneTone Telecom Inc. the company received numerous service awards and was also awarded Agent of the Year by Verizon Wireless.
   Prior to joining OneTone he served as Vice President of Corporate Development and Strategy for Actel Integrated Communications Inc. In this capacity he was responsible for the development of the business plan that received $160 million in Wall Street funding. Mr. Dixon's responsibilities also included strategic planning along with merger and acquisition analysis where he performed in depth due diligence analysis on 23 Wall Street acquisition targets for consideration during a two-year period.
    Mr. Dixon graduated from Florida Southern College with a Bachelor of Science in Accounting and received his Master of Business Administration (MBA) from Florida Institute of Technology.
Matthew J Dixon, RFC
  Matt Dixon recently joined his father on the Black Harbor Wealth Management team. He previously worked as an executive for a solar company, but he felt drawn to the family business by a desire to help people prepare for retirement.
     Matt is a graduate of Utah State University.

The Black Harbor Family

Samantha Wiley
Consultant & Director of Operations

Kathy Wiley
Case Design Manager

Connie Dixon
Director of Operations

Ashley Davis
Director of Marketing

Susan Dixon
Director of First Impressions & Marketing Specialist

Berti Jungnick
Client Relations Specialist & Graphic Designer

Taylor Stickler
Director of First Impressions

Sherry Mize
Tax and Accounting Consultant

©2018 Marketing 360® - Do not copy. All rights reserved.
The information contained herein is developed from sources believed to be reliable and is provided for informational purposes only. Advisory services are offered through AE Wealth Management, LLC. (“AE”) a registered investment adviser and may only be offered in states where registered. This is not an offer to sell securities or provide investment advice which may be done only after a client suitability review is conducted and appropriate disclosures made. Neither the Black Harbor Wealth Management provide tax or legal advice. Black Harbor Wealth Management and AE Wealth Management, LLC are not affiliated.