Nix Wealth Management Employee Directory
Investment ManagementCalifornia, United States2-10 Employees
Nix Wealth Management is an independent registered investment advisory firm focused on creating portfolios built from individual stocks and bonds, avoiding products that incur additional costs. Based in Sacramento, California, the firm emphasizes fiduciary, fee-only guidance, prioritizing clients’ best interests as a core principle. Founded in 1995 by Joe Nix, it remains a family-led practice with his sons joining the firm, underscoring a personal, relationship-oriented approach to wealth management. Serving clients through a tailored, independent model, the firm differentiates itself by constructing portfolios from individual securities rather than packaged products. The business operates in the investment management industry, offering personalized portfolio construction and fiduciary oversight to its clientele.