Get in touch

(801) 717-9237

What is Your High-Net-Worth Personality?

September 15, 2022

Let's Identify Your High-Net-Worth Personality.

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.

READ FULL REPORT HERE

< Older Post

Newer Post >

DISCOVER MORE...

financial planning for women

Women, Retirement, & Longevity - Four Strategies That Matter Most

By Rob Shelton • October 30, 2025

Retirement isn’t just about having enough. It’s about making sure your plan lasts as long as you do. For women, that challenge is even greater.

How Do You Compare to Other Entrepreneurs?

By Rob Shelton • October 23, 2025

Every entrepreneur wonders how they stack up, but few ever get a real look behind the curtain.

Leadership Lessons For Business Owners: What I Learned from Emmitt Smith

By Rob Shelton • October 16, 2025

NFL legend Emmitt Smith built his Hall of Fame career on discipline, teamwork, and perseverance. After hearing him speak at a national conference, Rob shares three powerful lessons every entrepreneur can start applying to their own life and business today.

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: