We trust you to tell us when you’re considering buying an estate near an active volcano, and we trust that when we caution you against it, you’ll listen. (Obviously that last statement was bit absurd but… you never know.) This kind of frank discussion is what you need to have with your Wealth Manager. While these types of conversations are not always sunshine and roses, that’s what makes us a valuable voice on your team.
The people we serve find that our process is focused on helping them to uncover their core values about wealth. Doing so allows you to be clear about what is important about money to you. At the same time, it allows us to understand how to be the most effective partner in the journey of managing, protecting, and eventually distributing your wealth.
Managing wealth is a full-time and complex job. To do what we do best, we work closely with our clients’ CPAs, attorneys, insurance advisors, bookkeepers, management companies, and all of the trusted professionals currently assisting you. Communication and integration among your advisors are arguably the most important aspects of a well-structured plan.
In the event that you don’t have advisors in some of the necessary areas, we can help you identify the right professionals to complete your team.
We understand that at times, you will have urgent questions or concerns that can’t wait. Whether it’s a sudden change in your life or an unexpected financial decision, you need someone to turn to without delay. That’s why, at Axion, we take a ‘Concierge Care’ approach.
This means that whenever you need us, we’re here. Axion was built on the idea that you should never feel left in the dark or have to wait too long for guidance. We know that personal attention makes all the difference.
Your financial journey is unique, and every decision matters. We are committed to ensuring that whenever you reach out, there is always a familiar voice ready to guide you.
Dan Laframboise and Greg Jackey created Axion Wealth Advisors because they believed there was a better way to provide a superior holistic wealth management process and experience for their clients.
With their combined decades of experience in planning with Real Estate as well as more traditional investments, they knew they could create an advisory that would provide an exceptional experience to a select group of High Net Worth and Ultra High Net Worth families.
© 2024 Axion Wealth Advisors – all rights reserved
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© 2024 Axion Wealth Advisors – all rights reserved
site designed, built, and maintained by Digital Storyteller