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OUR BLOG

Recent Posts

What the Greats Say About Market Crashes

April 24, 2025
Some of the greatest investors in history have lived through chaos — and they left behind wisdom that still applies today.

What Should You Actually Do When the Market Drops?

April 17, 2025
When markets drop and headlines scream, it’s easy to feel like you have to do something. But what’s actually the smart move?

The Key Traits to Look for When Choosing a Financial Advisor

By Rob Shelton • April 10, 2025
Choosing a financial advisor can feel a lot like walking down the condiment aisle at the grocery store- everything might look the same at first glance, but what’s inside makes all the difference. So, how do you know who to trust when every advisor seems to come with the same title and promises? In this episode, Rob breaks down what truly sets a great advisor apart and highlights the key qualities to look for.
estate planning

Why Estate Planning is More Than Just a Will

April 3, 2025
Today we’ll explain why true estate planning and legacy planning is a proactive, ongoing process that goes far beyond paperwork.
legacy planning

Wealth Worth Keeping: Preparing Heirs for Success

March 27, 2025
In this episode, we’re talking about legacy planning and how to set your heirs up for success.
utah financial planning

The Systematic Process That Brings Your Financial Plan Together

March 20, 2025
Our goal at Axio Wealth Management is to create a systematic approach to financial planning that can be repeated at a high level for every client we work with.
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OUR BOOKS

Is My Family Going To Be Okay?: What Successful Families Do To Answer That Question

Robert Shelton has spent his entire career working with successful families and in this book, he outlines the collaborative process that is absolutely essential to managing your wealth effectively and holistically.


He walks you step-by-step through his collaborative process and shows you exactly how you can prepare your family financially for whatever curve balls life may throw at you.


He follows each chapter with a couple of action steps to get you started on answering that all important question confidently and with a resounding - Yes, my family is going to be okay.

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