Beyond wealth preservation, today’s high net worth individuals and families face an ever changing and increasingly complex set of financial decisions. These decisions include managing investment strategies with the following considerations:

  • Wealth Accumulation and Protection
  • Multi-Generational Wealth Transfer
  • Risk Management
Liquidity Management
  • Tax Planning
  • Philanthropy

AXXIOS Private Wealth Management is a boutique independent investment management firm with extensive experience advising domestic and international ultra high net worth and high net worth clients on such matters.

Over the years, we have worked hard to build an environment for our clients which focuses on trust, integrity, reliability and a commitment to quality where our clients’ interests are always placed first.

We ensure each of our client’s unique preferences and constraints are considered when developing and implementing investment strategies. Because we come to understand our clients’ missions, desires and fears, we are able to identify and pursue only those financial paths that correspond to the overall dynamics of our clients’ needs.

Our firm is small enough to truly understand our clients’ needs, yet we have a depth of technical and analytical competency and innovation beyond most firms of our size. These strengths and our ability to advise on both the asset and liability sides of our clients’ balance sheets uniquely position our firm among other boutique investment advisory firms.

Experience is what you get when you didn’t get what you wanted.
– Howard Marks

A wise man, therefore, proportions his belief to the evidence.
– David Hume

The truth does not change according to our ability to stomach it.
– Flannery O’Connor