Email
neal@axiomwealthstrategies.com
Phone
Disclaimer

Investment Adviser Public Disclosure

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Investment Adviser Public Disclosure

ADV Brochure

Axiom and its representatives may only transact business if licensed or excluded from licensing requirements. Individualized responses to persons will not be made absent compliance with licensing requirements or a valid exclusion from licensing.

Axiom Wealth Strategies is licensed in Oregon, Idaho, and Texas.  In other states Axiom Wealth Strategies, and it's representatives, operate under the de minimis rule which states that we do not have a place of business there nor serve more than five clients in that state during the preceding 12-month period.  

243 Scalehouse Loop
Suite 5B
Bend, OR 97702
United States

First Name
Neal
Last Name
Richards
Fax
541-508-5400
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.