Get in touch

(801) 717-9237

Connectedness

July 1, 2021

Can happiness be found in solidarity?

Happiness comes from creating powerful and meaningful connections in our life. Keep watching to learn how to build connections in 3 areas of your life.

Read: The Surprising Power of Connectedness

< Older Post

Newer Post >

DISCOVER MORE...

Trump Accounts for Kids: Should You Open One, or Are There Better Options?

By Walter Storholt • July 9, 2026

In this episode of Legacy Beyond Wealth, Rob breaks down how the new Trump Accounts compare to 529 plans, Roth IRAs for kids, and UTMA/UGMA custodial accounts.

business giving

Donor-Advised Fund or Private Foundation? Choosing the Right Giving Vehicle After an Exit

By Walter Storholt • July 2, 2026

A business sale can create an opportunity to make a lasting impact through charitable giving, but choosing the right approach requires more thought than many people realize.

business exit planning

The Business Exit Nobody Regrets: Why Wealth Is Not the Goal

By Walter Storholt • June 25, 2026

Selling a business is often viewed as a financial milestone, but the real challenges begin after the deal closes. In

MAIN OFFICE

826 E State Rd.

Suite 205 American Fork,

UT 84003

MAILING ADDRESS

1132 N 1050 E

American Fork,

UT 84003

APPOINTMENT ONLY

1145 S 800 E

Orem, UT 84058

OFFICE NUMBER

801-717-9237

CONNECT WITH US

Check a financial professional HERE.

© 2020 by Axio Wealth Management

Securities offered through J.W.Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Axio Wealth Management and JWC-/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Axio Wealth Management are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here . By following the link, you consent to receipt of the Form CRS electronically.

Share by: