©2008 Dixon Hughes Wealth Advisors LLC. All rights reserved.

Who We Serve

We would never share information on our actual clients, so we created some hypothetical examples of typical clients to demonstrate the diverse range of people we serve. Obviously – every client we work with is unique, but very likely our method of more principled wealth management can work for you. Read these stories and see if you don’t see a little bit of yourself in one of them.
 

PETER AND LUCY MID-40’s. YOUNG CHILDREN. PLANNING THEIR RETIREMENT AND THEIR KIDS’ EDUCATION. Both Peter and Lucy have demanding careers—or used to.  Peter recently sold the software business he started ten years ago, (More.)

  
  ROGER AND ANABELLE  INHERITED WEALTH.  FOCUS ON PHILANTHROPY. Roger breeds horses, while Anabelle is a stay-at-home mom to five children ages 7–17, including two from Roger’s first marriage.  Their primary source of wealth is Annabelle’s family trust..  (More.)  
 

MARSHALL AND EMILY BOOMERS CAUGHT BETWEEN KIDS AND AGING PARENTS. Retired after 35 years in advertising, Marshall plans to write a novel while his wife Emily has no plans to stop running her successful dermatology practice.   (More.)

  
 

BETH DIVORCED AND UNCOMFORTABLE HANDLING FINANCES. Recently divorced after thirty years of marriage, Beth is 51 and on her own for the first time. Despite a generous settlement, Beth is worried about running out of money.   (More.)

  
  Site best viewed in Internet Explorer 7.0+ or Mozilla Firefox 2.0+ | ©2008 Dixon Hughes Wealth Advisors LLC. All rights reserved.