We Are In The Big Picture Business.

Wealth Management isn’t simply what you have in the bank or desire to. It is more than just a solid Life Insurance policy. It is an assessment and strategic approach to the totality of your financial picture. You undoubtedly have unique financial goals and expectations. We want to get to know you and understand those goals.

As your Wealth Management partner, Saxon will create the innovative strategies that will help you figure out how to get there, plan for the risks along the way, navigate complex tax code and understand the steps you need to take to protect and secure your future. 

Our Wealth Management lays a foundation you can build a future upon, beginning by consulting with you on each of the six core Wealth Management objectives.

Experience The Bigger Picture.

Risk Management

Risk is inevitable, but having a partner that knows what to look for and how to develop a plan to strategically manage that risk today, tomorrow and into your future is invaluable.

Tax Planning

Navigating the complex tax code to ensure you are compliant while not overpaying can be overwhelming to the individual investor. Put your confidence in the professionals at Saxon.

Education Planning

Whether its furthering your own or investing in your children, education expenses need to be considered in your financial big picture. Saxon can ensure that you focus in on the right approach to preparing for your family's educational journey.

Retirement Planning

Retirement is something most of us think about often, but aren't sure where to start, how much to save, or what programs offer the best advantages. The depth of expertise here at Saxon is yours to leverage and we are ready to create a retirement plan that targets your unique goals.

Estate Planning

You will build your estate over your lifetime. It many ways it is your legacy. Leverage our expert knowledge to ensure you plan for and protect those assets.

Business Planning

You have worked exceptionally hard to build your business. Saxon will work with you to ensure you covered all the bases to help protect your personal and business finances and assets.