Welcome to Axiom Wealth Strategies
01. About Us
Wealth can mean many things. Axiom Wealth Strategies exists to empower individuals and their families to build ‘true wealth’ in the broadest definition of the term. We meet folks where they are and listen, with a desire to intently hear them. We dialogue together and make it easy to begin the process of building today the future one wants to see tomorrow. We work with many young families, widows/widowers, and those planning for retirement. We are fee-only and exclusively work as a fiduciary to our clients.
02. Our Philosophy
We believe clients are best served when they are empowered with knowledge. Any advisor can list out a client’s goals and sketch a plan to achieve them, however, education around what is possible, and the process of dialoguing/thinking/reasoning together is where the real value lies. The process of plan development is important on its own, and as life bears change into our stories, the process of development continues. The guiderails of a solid plan, built on the bedrock of core values, will naturally pull us toward the person we want to become. Having a partner to modify and discuss the plan as ‘life happens’ is immensely valuable. Our commitment is to excellence which is expressed as the process/habit of planning. Join us.
03. Our Process
The planning process starts with a phone call. If it makes sense to schedule a meeting together to dive into more detail, we do so. Questions that require us to articulate what we really want in this life are where the real work is done. We ask question because we care and want to know who you are, what you want to be, and are becoming. Reasoning on how to get there is the natural next step. And, if I have done my job, the action that follows is self-evidently true and the first fruit of the life envisioned.
Financial Advisor, CEO(541) 728-1285
CFP®, Financial Advisor(541) 389-7777
Executive Assistant(541) 389-7777
We manage assets for individuals and families, providing investment management, and financial planning services.
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested?
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.