Wealth Management

Axial takes a holistic approach to wealth management, an approach that coordinates all aspects of you and your employee's financial life to ensure all of your professionals work in a team format to simplify the decision making process and have one common goal, your best interests.

Providing a comprehensive and customized analysis of your overall financial condition will allow you to set goals, complete the issues at hand and help protect and grow your wealth. At Axial we work with our clients to create what becomes a personal business plan, then help implement, benchmark and adjust the plan where necessary.

In essence we become your personal financial quarterback, guiding and integrating the various moving pieces of your financial plan and coordinating our effort with that of your external professionals to ensure your financial blind spots are addressed and completed in a timely manner.

Many of these services can be bundled or un-bundled to tailor to the needs of your key executives and employees.

Customized Financial & Wealth Management Planning:

• Financial Plan Preparation; Retirement Income Need, Cash Flow and Targeted Rate of Return Analysis
• Monte Carlo ® and Multiple Horizon Analysis
• Education Funding Solutions
• Charitable, Gifting and Family Succession Planning
• Ongoing monitoring with annual review and financial plan update
• Asset-Based and/or Fixed Fee Pricing

Asset Management:

• Complete Review and Recommendations for Re-Balancing based on Targeted Rate of Return, Financial Needs, Risk Tolerance and Time Horizon
• Stock Option, Restricted Stock and Concentrated Position Unwind strategies
• Investment Policy Statement Assistance and Implementation
• Asset-Based and/or Fixed Fee Pricing

Risk Management & Asset Protection:

• Estate Planning and Transfer & Reduction Review with Attorney
• Business Continuation and Succession Planning
• Net Worth and Asset Titling Review and Analysis
• Personal Insurance Review Including Life, LTD/STD, LTCI Needs Analysis
• P&C insurance Review with External Agent; Home, Auto and Umbrella Liability Management and Strategies
• Coordination & integration of Financial Plan with other professionals: Attorneys, CPAs, etc.