Who Is Our Typical Client at Axio Wealth Management?

February 13, 2025

It’s part three of our series with founder Rob Shelton where we’re introducing to our business, Axio Wealth Management. This episode is all about our clients and the type of people who benefit most from our planning process.

Learn more about our unique focus on family stewardship and the importance of aligning financial strategies with personal values to create lasting legacies. By understanding clients on a personal level enables Axio to craft customized plans that truly resonate with their goals. As you’ll learn, we have tailored solutions for business owners and high-income earners navigating complex financial situations but also help clients facing more common challenges like tax planning, wealth transfer, and asset protection.

If you’re interested in learning more about Axio’s mission to empower families, take advantage of our no-cost discovery meeting.

Here’s what we discuss in this episode:

0:00 – Intro

1:05 – Ideal client

2:19 – Financial challenges they have

4:09 – Relationship building

5:23 – Planning misconceptions

7:50 – What we hope you get out of these videos

9:11 – How we stand out

Helpful Resources:

Phone: 801-717-9237

Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book

Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

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