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 decisions

Are You Really Making Rational Financial Decisions?

By Rob Shelton • July 31, 2025

In this episode, Rob explores how even successful families can fall into emotional traps when making financial decisions.

legacy planning

Stewarding a Windfall: A Family Legacy Perspective

By Rob Shelton • July 24, 2025

In this episode, Rob shares why the first step isn't about investments or taxes, it's about mindset.

Business Owner Financial Planning

Financial Planning Strategies for Business Owners

By Rob Shelton • July 17, 2025

Running a business is hard enough. Add in family dynamics, and you’ve got a whole new level of complexity.

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: