Dix Sampson Consulting Group

Decades Understanding Complex and Interrelated Economic Forces Driving Markets

John O. Dix, Jr.

Senior Managing Director

Karee H. Sampson

Managing Director

Courtney Watson

Associate Director

 

The Dix Sampson Consulting Group at U.S. Capital Wealth in Dallas is a full-service investment consulting practice dedicated to guiding high-net-worth individuals and families through the complexities of an ever-changing financial landscape. With a combined 156 years of experience, the team brings exceptional depth, vision, and discipline to delivering objective, consultative advice.

Rooted in long-term relationships built on trust, the group employs both quantitative and qualitative due diligence to craft customized, tax-efficient strategies – integrating traditional and alternative investments – to help clients meet their financial and legacy goals.

Our Solutions

Financial and Retirement Planning

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Comprehensive planning solutions aligned with your priorities

Investment Management

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Precision-driven investment management, personalized to align your portfolio with your purpose, goals and objectives.

Advanced Estate and Tax Planning Strategies

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Elevated estate and tax planning strategies that honor your intentions and secure your legacy.

Strategic Business Growth, Valuation, and Exit Planning for Business Owners

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Strategic guidance for business owners to accelerate growth, unlock value, and navigate successful exits with confidence.

Family Office Consulting

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Purpose-built solutions for structuring your family office to preserve wealth and family values across generations.

Alternative Investments and Private Investment Opportunities

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Exclusive access to alternative and private investment opportunities tailored for sophisticated clients seeking enhanced diversification and long-term growth.

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Discover Our Team in …

Dallas, TX

Our Dallas Office
2101 Cedar Springs Rd, Suite 1850
Dallas, Texas 75201
972-338-4201