Private Wealth Management
We work to make our clients lives simpler. Planning for your goals is a lifelong process that begins with understanding your current circumstances and objectives – and realizing that both will change over time. We put your interests first. Since every person has different needs, we examine your circumstances carefully and will provide thoughtful, objective recommendations that we believe are appropriate to your unique needs.
Axia has the ability to manage assets on a discretionary basis, utilizing the same process we employ for our institutional clients. This is driven by the creation and implementation of a personalized Investment Policy Statement (IPS). We also provide comprehensive quarterly reporting to each of our clients, summarizing portfolio activity and performance.
Investments are only a small part of your financial well-being. We offer distinct levels of service, designed to help you meet your unique goals. Our approach will take you through each step of the Financial Planning process so that you can have a holistic view of your financial picture. At times, we will also bring in resources from our network of business professionals. If your situation calls for specialized services, we will collaborate with others who share our values and have an in-depth knowledge of law, accounting, real estate, and insurance.