Get in touch

(801) 717-9237

Welcome to The Legacy Beyond Wealth Podcast with Rob Shelton, founder and wealth manager of Axio Wealth Management. With over 20 years in the financial industry, Rob shares expert strategies on income planning, legacy building, Social Security, tax minimization, and more.

SUBSCRIBE TO THE SHOW

WATCH OUR LATEST EPISODES

Wealth Worth Keeping: Preparing Heirs for Success

March 27, 2025

In this episode, we’re talking about legacy planning and how to set your heirs up for success.

The Systematic Process That Brings Your Financial Plan Together

March 20, 2025

Our goal at Axio Wealth Management is to create a systematic approach to financial planning that can be repeated at a high level for every client we work with.

Is Your Wealth Team Working Together for You?

March 13, 2025

Today we're going to talk about how Axio Wealth Management helps his clients get their dream team to collaborate and work towards their goals.

Creating Your Dream Team of Planning Professionals

March 6, 2025

A big part of working with a good financial planner or good wealth manager is having a team of professionals on your side to help you achieve all your different retirement goals.

What Services Do Wealthy Clients Want from an Advisor?

February 27, 2025

What services do you expect from a financial advisor? Maybe more importantly, what are you actually receiving?

What Makes the Axio Wealth Management Planning Process Unique?

February 20, 2025

Today it’s all about our unique planning process and what you can expect from our team when you decide to trust us with your financial future.

Who Is Our Typical Client at Axio Wealth Management?

February 13, 2025

This episode is all about our clients and the type of people who benefit most from our planning process.

Get to Know Axio Wealth Management: Founder Rob Shelton

February 6, 2025

Today we’re shining the spotlight on wealth manager and founder Rob Shelton to learn more about him away from financial planning.

Axio Wealth Management: How the Business Started

January 23, 2025

We’ll begin today with Rob’s journey into the financial world and some background on the business.

MAIN OFFICE

826 E State Rd.

Suite 205 American Fork,

UT 84003

MAILING ADDRESS

1132 N 1050 E

American Fork,

UT 84003

APPOINTMENT ONLY

1145 S 800 E

Orem, UT 84058

OFFICE NUMBER

801-717-9237

CONNECT WITH US

Check a financial professional HERE.

Securities offered through J.W.Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Axio Wealth Management and JWC-/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Axio Wealth Management are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here . By following the link, you consent to receipt of the Form CRS electronically.