Bixby Boons
INVESTMENT MANAGEMENT & FINANCIAL GUIDANCE
Bixby Boons is a modern wealth management practice. We are focused on providing differentiated portfolio solutions through refined investment strategies. Our sole pursuit is the delivery of optimal outcomes for our clients and partners.
Asset
Management Services
Asset management is the practice of increasing total wealth over time by acquiring, maintaining, and trading investments that have the potential to increase in value. The goal of asset management is to maximize the value of an investment portfolio over time while maintaining an appropriate level of risk.
WE OFFER
Comprehensive Wealth Management
Wealth management is more than just investment advice. It encompasses all parts of a person’s financial life. Individuals, families and entities are likely to benefit from an integrated approach instead of attempting to make sense of advice and various products from multiple professionals.
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Customized Financial
Planning
Financial planning is the practice of creating a plan for the future. This process involves evaluating the current financial situation, identifying goals and objectives, and then developing and implementing relevant recommendations. A financial plan requires ongoing maintenance.
At Bixby Boons we approach wealth management with a process not a product.
We believe the pursuit of optimal outcomes requires strategy, not sales.
OUR PRACTICE
A Different Way to Wealth
Bixby Boons is an independent, employee owned wealth management practice. We have gone to great lengths to cultivate a culture of care that places the client experience and outcome at the center of everything we do. Bixby Boons is your alternative to generic wealth management approaches.