Our Firm

Purposeful lives don’t happen by accident. They take planning, strategy, and a laser like focus on the things that matter most - your family, your purpose, and your passions. 

 

At Axberg Wealth Management, we help you access your full potential. We do more than simply manage your financial growth, we offer the support you need to fulfill your purpose. Our financial professionals will take the time to get to know, not only your economic aspirations, but also your family dynamics and individual objectives. By taking a holistic approach to wealth management, we seek to understand your priorities and dreams in order to create a detailed plan for your financial empowerment! 

 

Our proprietary process takes an honest look at what matters to you (your goals, your family, and your priorities) as well as what we, as financial planners and wealth managers, can conceivably control or influence through strategy and predictive action. At the center of these two concepts is our innovative Foundation Formula. 

 

Our creative process and effective Foundation Formula is separated into phases we call:

 

“The Three D’s”

 

Discover 

As your financial management team, it’s our job to understand your priorities, goals, and future objectives. We believe in strong foundations - and that extends to our client relationships. At Axberg Wealth Management, you are more than a client. You are a unique individual. 

 

Design

By understanding your personality and goals, we can begin to design a creative and effective implementation plan. By taking an extensive look at our available services and innovative tools, we will create customized blueprints for your personal success. 

 

To provide you with the most comprehensive plan possible, we engage in strategic partnerships with: 

 

-Estate Lawyers

-Certified Public Accountants

-Real Estate Professionals 

-And Many More! 

 

At Axberg Wealth Management, we aren’t afraid of unconventional solutions - no matter how “out of the box” they may seem! We will utilize whatever resources necessary to identify and secure the right tools for your optimum success. 

 

Deploy

Our relationship doesn’t end after the plan is created. By monitoring markets, economies, and other outside factors, we will continuously assess your inherent risks, incoming challenges, and new opportunities. When an adjustment is advisable, you can rest assured that Axberg advisors will contact you with updated suggestions. 

 

The Foundation Formula has several pillars: 

-Wealth Management

-Value-Added Services

-Tax Planning

-Philanthropy

-Risk Management

-Estate Planning 

-Cash Management 

 

By integrating these pillars into targeted implementation plans, we will help you achieve your dreams and protect your legacy. 

 

Are you ready to begin your financial journey? Call us at 623-398-0128 to schedule your consultation.