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"We passionately believe each individual has unique goals and objectives that need to be met."
- J Chris Dixon, Partner 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, Partner 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, Partner from The Register Feb. 2018 Issue

 

J Christopher Dixon, Partner, 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.

     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, Partner, RFC
 

     Matt Dixon recently joined his father in their business. He wrote in the firm's latest book titled, "RANT - Retirement Approach No Taxation." He believes that retirees should truly examine their retirement with a mindset he calls, "the new unemployment," so that they may plan more carefully.

    Matt is nationally recognized for his tax-free strategy approach to retirement income. He has over 8 years experience in the financial service industry and has been an educator to the public, here in the Upstate, for 3 years. In addition to his public education programs he is a featured host on 94.5 WGTK's The Answer radio station on weekends and has guest appearances on local news stations in the Upstate. He graduated from Utah State University and is a Registered Financial Consultant.

      In his free time Matt volunteers with the Helping Hands foundation and has served in various leadership positions in his church.    

          "At Black Harbor Wealth Management, our sole focus is YOU. We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement strategy, and offering a variety of insurance and investment products to help achieve the objectives of that strategy.

    We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement strategy, but in maintaining it throughout your retirement."

                         - Matthew J Dixon, Partner, RFC

The Black Harbor Family

Samantha Wiley
VP of Operations

Austin Guest
Lead Advisor

Randi Hunton
Director of Marketing

Kathy Wiley
Case Design Manager

Taylor Stickler
Director of First Impressions

Susan Dixon
Case Design Specialist

Shelby Morris
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.