Black Harbor Wealth Management, an award-winning wealth management team based in Greenville, SC is now serving North Carolina with the opening of their newest office location in downtown Asheville. Nationally recognized in publications like Forbes, Fortune, and Retirement Advisor Magazine, they bring over 30 years of experience and expertise in the financial industry to the area along with plans to give back to the community through educational workshops and seminars.
“At Black Harbor, we truly enjoy providing the guidance our clients need to accomplish their personal financial goals,” said Matt Dixon, Partner at Black Harbor Wealth Management. “Our approach for our clients is to first listen intently to what their individual plans are for their future and then customize a financial strategy that will maximize their financial capabilities. Along with that, we find it extremely important and rewarding to give back to the communities that we are located in through providing accessible financial education and resources to causes we believe in. We will continue our involvement in our Greenville community and look forward to providing this to Asheville as well.”
Black Harbor Wealth Management partners Matt Dixon and Chris Dixon:
Matt Dixon is a partner at Black Harbor Wealth Management and is nationally recognized for his tax-free strategy approach. He specializes in guiding his clients during pre-retirement and throughout retirement to examine their financial strategies with a mindset he calls “the new unemployment,” allowing his clients to plan more carefully. This concept inspired him to write the firm’s latest book titled RANT – Retirement Approach No Taxation. During his eight years of experience in the financial service industry, he has been featured on various TV segments as a financial expert. He has served his community by educating the public through workshops, seminars and as a regularly featured radio host on Greenville’s 94.5 WGTK’s The Answer radio station providing financial advice.
Chris Dixon, CEO of Black Harbor has provided financial advisement for over 21 years. He 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 was vice president of Corporate Development and Strategy for Acetel Integrated Communications Inc. and was responsible for developing a business plan in this capacity that received $160 million in Wall Street funding. Mr. Dixon’s responsibilities have 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. He enjoys using his experience in informing retirees and pre-retirees about how to help preserve their assets, build retirement income and reduce their tax liability.
The new Asheville office is located at 28 Schenck Parkway Asheville, NC 28803. To schedule a consultation for developing a customized financial strategy at Black Harbor’s Greenville or Asheville locations, please call 864.882.9859 or visit www.blackharborwm.com.
The first educational event that BHWM is providing to the Asheville community is a free Social Security Workshop on August 6 at Blue Ridge Community College at 6:30 pm. To register for this event or upcoming events in Greenville, please visit the following link: .www.blackharborwm.com/events.
Products and Services BHWM provides:
• Wealth Accumulation
• Asset Protection
• Tax Strategies
• Retirement Income Strategies
Referrals to qualified professionals who provide the following services:
• Wills and Trusts
• Estate Planning
• Charitable Giving
• Tax Planning