Our Services

Having a roadmap is critical to our clients achieving their financial goals. This provides peace of mind, especially in turbulent times.

At Axiom, we offer the latest in financial knowledge and technical expertise—two things our clients highly value. However, the feedback we get that makes us the most proud is when people tell us how much they appreciate the thoughtfulness, care and concern our team brings to the relationships we have with them and their families. We welcome the opportunity to build this type of bond with you.

Financial Strategies:

We believe financial strategies are best developed by understanding your needs, concerns, and vision of the future. Axiom’s trusted and knowledgeable team can then create a roadmap to outline the important steps that will help ensure that your financial future is as secure as it can be.

Throughout the process, we utilize some of the most advanced financial planning tools available, to help you achieve gratifying and predictable results. As we work together, we’re happy to include any professional advisors you currently have (accountants, attorneys, etc.) and to identify others you may also need in the future.

At Axiom, we believe maintaining a financial plan that is documented and monitored on a regular basis will lead to a much higher probability of success when it comes to your short and long-term financial and lifestyle goals.

George Washington Statue Federal Hall Wall Street

Investment Philosophy:

“In investing, what is comfortable is rarely profitable.”
Robert Arnott

Working as a team, we use multiple investment strategies to match your evolving needs, while also proactively paying attention to changing trends. Our philosophy is grounded in common sense and focuses on a combination of seeking growth opportunities at reasonable prices and finding investments that have attractive valuations. We also believe it is important to preserve buying power for the future, while balancing the appropriate amount of risk to achieve the goals and priorities that you identify.

We continually strive to keep you informed and are always here to address any concerns you may have. During times of significant market volatility, we focus on remaining transparent and maintaining clear communication.

With Axiom, you can be confident you’ve selected a team that will:

  • Properly assess liquidity needs
  • Adopt an investment policy statement that is appropriate for you
  • Regularly monitor your investments and your plan
  • Proactively make changes that are in your best interest

Retirement Planning:

“If you look at what you have in life, you’ll always have more. If you look at what you don’t have in life, you’ll never have enough.”
Oprah Winfrey

We all want to enjoy peace of mind and the company of those we love the most when we retire. Whether a retirement date is approaching quickly or several years in the future, we have found it is incredibly important to have a plan in place that is monitored on an ongoing basis.

When you trust us with your retirement plan we:

  • Provide guidance on saving and spending strategies
  • Advise on Social Security benefit strategies
  • Evaluating and advising on tax-deferral strategies, such as deferred compensation
  • Calculating required minimum distributions (RMDs)
  • Reviewing and advising on employer retirement plans
  • Perform pension optimization analyses

Liquidity & Risk Management:

“We should remember that good fortune often happens when opportunity meets with preparation.”
Thomas A. Edison

Liquidity and risk management do not always imply the need for additional insurance solutions. Our team takes a comprehensive approach to understanding and evaluating your current insurance policies, investment portfolios and financial plans. We also put processes in place for adequate funding should there be an unforeseen liquidity event.

By planning ahead and working together we can:

  • Mitigate risk
  • Minimize sudden interruptions and potential roadblocks
  • Optimize investment strategies in a practical and tax efficient manner

Our process is dynamic and requires regular reviews of potential cash needs and evaluation of our clients’ overall financial positions in comparison to their goals, needs and objectives.

File folder with Insurance on Label

Insurance Solutions:

When designed and implemented correctly, insurance can provide a positive outcome at times of great uncertainty. Our firm collaborates with Spring Street Solutions™, which allows us to offer you industry-leading insurance advisory services to protect and preserve various aspects of your wealth. These dedicated services include:

  • Wealth transfer planning
  • Individual and family insurance coverage
  • Executive Compensation & Talent Retention
  • Business continuity
  • Funding Buy-Sell Agreements
  • Key-Person Insurance

As an independent firm, we are able to identify current and future liability requirements and design and build custom solutions, when appropriate.

Your Better Financial Future Starts Here

Our team members listen and care. Please schedule a complimentary consultation with one of our knowledgeable professionals.

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