Wealth Creators are hard at work creating a career, company, life and legacy for themselves, their employees and their families. By partnering with Bixby Boons, we can reduce their work load, create a road map forward and provide thoughtful feedback.

Wealth Maintainers are concerned with keeping up with inflation, preserving their nest egg and not outliving their hard earned savings. By partnering with Bixby Boons, we can set them up to succeed by preserving their principle, while aiming for income and growth commensurate with their risk profile.

Wealth Distributors have one eye on the horizon looking towards future generations, charitable beneficiaries and long term objectives. By partnering with Bixby Boons, we can help ensure their investments are aligned with those objectives, and that they go about it in an efficient and responsible manner.