Axio Wealth Management Services Utah

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(801) 717-9237

Media Library

OUR BLOG

August Market Review

By Rob Shelton • 19 Sep, 2022

Click to Read Full Report: August Market Review Source: AssetMark's "On The Mark"

What is Your High-Net-Worth Personality?

By Rob Shelton • 15 Sep, 2022

One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and relate to you. You want to surround yourself with experts who know you well enough to really “get” what you want your money to accomplish and why.

July Market Review

By Rob Shelton • 17 Aug, 2022

Click to Read Full Report: July Market Review Source: AssetMark's "On The Mark"

June Market Review

By Rob Shelton • 21 Jul, 2022

Click to Read Full Report: June Market Review Source: AssetMark's "On The Mark"

Teaching Teenagers About Finance

By Rob Shelton • 01 Oct, 2021

Guiding your teen into financial adulthood

Are You Prepared For Disaster?

By Rob Shelton • 22 Sep, 2021

Update your insurance coverage before it's too late

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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.

Get Your Copy Here

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Contact Us

OFFICE LOCATION

1145 S 800 E

Orem, UT 84058

MAILING ADDRESS

1132 N 1050 E

American Fork, UT 84003

OFFICE NUMBER

801-717-9237

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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.