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Dixon AND Co. Wealth Management, LLC

Headquartered in WINSTON-SALEM, NC

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Firm Information

Dixon AND Co. Wealth Management, LLC is an independent wealth management firm serving individuals, families, and small businesses with a focus on financial planning and portfolio management. The firm has a team of experienced professionals dedicated to providing customized financial solutions that help clients achieve their goals. Dixon AND Co. Wealth Management, LLC manages approximately $57.6 million in assets and offers a range of financial services, including financial planning, investment management, and retirement planning.

Dixon AND Co. Wealth Management, LLC

$57.62M

Assets Under Management

10

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial coaching

Financial coaching

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial coaching fees

Branch Locations (2)

DIXON AND CO. WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

WINSTON-SALEM, NC

location

WINSTON SALEM, NC

Advisors at Dixon AND Co. Wealth Management, LLC

View All 3 Advisors
Unclaimed
Tyler Jordan Schweigert

CFP®, RA

WINSTON-SALEM, NC

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Unclaimed
Zachariah B Baker

RA

WINSTON-SALEM, NC

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Unclaimed
Benjamin David Shamberger

CFP®, RA

WINSTON-SALEM, NC

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Disclosures

There are no public disclosures for Dixon AND Co. Wealth Management, LLC.

Frequently Asked Questions (6)

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