Description: At Axiom, our team is dedicated to providing comprehensive retirement, investment management and strategic wealth planning services to our clients in Oregon.
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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 clie
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 pul
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 envi