When we chose the name for our company we reflected on the importance of the word practice, the goal of perfection, and the integrity of science.
Can wealth be a burden? Yes, but it doesn’t have to be. The right Wealth Management relationship can help you move past the concerns that wealth brings and toward finding real joy and peace of mind. The peace of mind that comes from maintaining, growing, and protecting your wealth.
We can advise you on the strategic accumulation of wealth, but that is just the first step. Protecting that wealth demands a broader skill set to address the increased complexity of managing a complex portfolio of assets. Every decision is consequential, because the fact is, there may not be a second bite at the apple.
Financial health is about far more than just your investments.
Asset protection, estate planning, insurances, tax planning, charitable planning and wealth transfer strategies are all extremely important. If those areas are not well cared for, it can have a huge negative impact on the investment successes you have.
Passive management is not good enough.
This is a relationship and as such, it’s all about communication. To manage your money, we have to know about your life. It’s not good enough to put you in a robot-portfolio and turn our attention elsewhere. We actively manage your financial well-being.
You see complexity, we see opportunity.
Multi-national real estate holdings? Stock options tied to a liquidity event? Multiple entities exposed to different tax structures? Complexity left unmanaged can lead to loss. We only serve a small group of clients so we can focus our efforts on creating a cohesive strategy in an effort to help you optimize and enjoy your wealth.
Axion provides thoughtful guidance for those individuals who want to create and preserve the kind of wealth that lasts for generations.
We’re aware that we may not be for everybody. And that’s okay. We work closely with our clients to understand your goals and aspirations. From the most personal to the most public, our advisory is your trusted partner in all your consequential life decisions.
The purpose of the first meeting is to identify whether we are a good fit and whether we can truly help. The right relationship can last for generations when personalities and philosophies are in alignment.
We get to know our clients on a level that most advisors do not. We take the time to ask the right questions, and truly listen to you, creating a more aligned and purposeful experience.
We coordinate with your CPA, Estate Planning Attorney, and other strategic advisors to create a cohesive team of professionals with benefits similar to a Family Office.
We are active participants in our clients’ financial journey. From advice to strategic shifts, we are here to serve you in an effort to minimize the stress and sleepless nights.
Please fill out the form below or call us at (858) 630-8535.
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© 2024 Axion Wealth Advisors – all rights reserved
site designed, built, and maintained by Digital Storyteller