Contact Us
Email: hello@axiows.com
Phone: (678) 503-5920
Copyright 2024
Securities and advisory services offered through Alexander Capital LP (Member FINRA and SIPC) and Alexander Capital Wealth Management a Registered Investment Advisor. Axio Wealth Strategies is not affiliated with Alexander Capital LP and ACWM. Instead of Securities and Advisory Services offered through Alexander Capital L.P, member FINRA and SIPC, a registered broker/dealer and Alexander Capital Wealth Management an Investment Advisor, Alexander Capital L.P and Axio Wealth Strategies are not affiliated. Check the background of this investment professional on FINRA's BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Axio Wealth Strategies
9040 Roswell Rd
Suite 375
Roswell GA 30350
Contact Us
Email: hello@axiows.com
Phone: (678) 503-5920
Copyright 2024
Securities and advisory services offered through Alexander Capital LP (Member FINRA and SIPC) and Alexander Capital Wealth Management a Registered Investment Advisor. Axio Wealth Strategies is not affiliated with Alexander Capital LP and ACWM. Instead of Securities and Advisory Services offered through Alexander Capital L.P, member FINRA and SIPC, a registered broker/dealer and Alexander Capital Wealth Management an Investment Advisor, Alexander Capital L.P and Axio Wealth Strategies are not affiliated. Check the background of this investment professional on FINRA's BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Axio Wealth Strategies
9040 Roswell Rd
Suite 375
Roswell GA 30350
JEREMY PRESLEY
Managing Partner
Enrolled Agent (EA)
Jeremy brings a comprehensive financial and tax background to the Axio portfolio of services. As an Enrolled Agent with the IRS, Jeremy specializes in tax mitigation strategies and alternative investments, including IPOs, private equity, private credit, and qualified opportunity zones. His deep understanding of the tax landscape and his ability to identify unique investment opportunities provide our clients with innovative solutions to grow and protect their wealth.
Wes brings Axio years of experience in retirement planning, estate planning, and investment management as a CERTIFIED FINANCIAL PLANNER™ and Certified Estate Planner™. He is passionate about crafting personalized financial strategies that cater each client’s unique needs. His holistic approach ensures that every aspect of your financial life is considered and optimized for long-term success. His dedication to his clients and expertise in wealth management make him an invaluable partner in your financial journey
Meet the Founders
Our Founders’ journey began at Georgia Southern University, where shared interests and ambitions laid the foundation for a lasting friendship. As they gained extensive experience in their respective fields, the dream of creating Axio Wealth Strategies was fueled by these complementary skill sets and a mutual desire to provide clients with a holistic approach to wealth management.
BRENNA PEDEN
Operations Associate
Executive Assistant
MADISON STEPHENS
Our Namesake: “AXIO”
While debating between names for their new venture, our founders saw an owl perched on a roadside post during the middle of the day. Owls are an indicator of change, transformation, or enlightenment and wisdom in many cultures, and the symbolism of the event immediately resonated with them. The Greek word, "axios" means “worthy” and “valuable” and is used to scientifically classify a group of horned owls; Axio classifies a group of wealth advisors who embody these tenets.
READY FOR FLIGHT?
Let’s make your finances go further. Book a free consultation with us to learn more.
READY FOR FLIGHT?
Let’s make your finances go further. Book a free consultation with us to learn more.
ABOUT US
Our Support Team
BRENNA PEDEN
Operations Associate
Executive Assistant
MADISON STEPHENS
Our Namesake: “AXIO”
While debating between names for their new venture, our founders saw an owl perched on a roadside post during the middle of the day. Owls are an indicator of change, transformation, or enlightenment and wisdom in many cultures, and the symbolism of the event immediately resonated with them. The Greek word, "axios" means “worthy” and “valuable” and is used to scientifically classify a group of horned owls; Axio classifies a group of wealth advisors who embody these tenets.
Jeremy brings a comprehensive financial and tax background to the Axio portfolio of services. As an Enrolled Agent with the IRS, Jeremy specializes in tax mitigation strategies and alternative investments, including IPOs, private equity, private credit, and qualified opportunity zones. His deep understanding of the tax landscape and his ability to identify unique investment opportunities provide our clients with innovative solutions to grow and protect their wealth.
Wes brings Axio years of experience in retirement planning, estate planning, and investment management as a CERTIFIED FINANCIAL PLANNER™ and Certified Estate Planner™. He is passionate about crafting personalized financial strategies that cater each client’s unique needs. His holistic approach ensures that every aspect of your financial life is considered and optimized for long-term success. His dedication to his clients and expertise in wealth management make him an invaluable partner in your financial journey
Meet The Founders
Our Founders’ journey began at Georgia Southern University, where shared interests and ambitions laid the foundation for a lasting friendship. As they gained extensive experience in their respective fields, the dream of creating Axio Wealth Strategies was fueled by these complementary skill sets and a mutual desire to provide clients with a holistic approach to wealth management.
Contact Us
Email: hello@axiows.com
Phone: (678) 503-5920
Copyright 2024
Securities and advisory services offered through Alexander Capital LP (Member FINRA and SIPC) and Alexander Capital Wealth Management a Registered Investment Advisor. Axio Wealth Strategies is not affiliated with Alexander Capital LP and ACWM. Instead of Securities and Advisory Services offered through Alexander Capital L.P, member FINRA and SIPC, a registered broker/dealer and Alexander Capital Wealth Management an Investment Advisor, Alexander Capital L.P and Axio Wealth Strategies are not affiliated. Check the background of this investment professional on FINRA's BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Axio Wealth Strategies
9040 Roswell Rd
Suite 375
Roswell GA 30350
ABOUT US
ABOUT US
Jeremy brings a comprehensive financial and tax background to the Axio portfolio of services. As an Enrolled Agent with the IRS, Jeremy specializes in tax mitigation strategies and alternative investments, including IPOs, private equity, private credit, and qualified opportunity zones. His deep understanding of the tax landscape and his ability to identify unique investment opportunities provide our clients with innovative solutions to grow and protect their wealth.
Wes brings Axio years of experience in retirement planning, estate planning, and investment management as a CERTIFIED FINANCIAL PLANNER™ and Certified Estate Planner™. He is passionate about crafting personalized financial strategies that cater each client’s unique needs. His holistic approach ensures that every aspect of your financial life is considered and optimized for long-term success. His dedication to his clients and expertise in wealth management make him an invaluable partner in your financial journey
Meet the Founders
Our Founders’ journey began at Georgia Southern University, where shared interests and ambitions laid the foundation for a lasting friendship. As they gained extensive experience in their respective fields, the dream of creating Axio Wealth Strategies was fueled by these complementary skill sets and a mutual desire to provide clients with a holistic approach to wealth management.
Our Support Team
BRENNA PEDEN
Operations Associate
Executive Assistant
MADISON STEPHENS
READY FOR FLIGHT?
Let’s make your finances go further. Book a free consultation with us to learn more.
READY FOR FLIGHT?
Let’s make your finances go further. Book a free consultation with us to learn more.
Our Namesake: “AXIO”
While debating between names for their new venture, our founders saw an owl perched on a roadside post during the middle of the day. Owls are an indicator of change, transformation, or enlightenment and wisdom in many cultures, and the symbolism of the event immediately resonated with them. The Greek word, "axios" means “worthy” and “valuable” and is used to scientifically classify a group of horned owls; Axio classifies a group of wealth advisors who embody these tenets.
Contact Us
Email: hello@axiows.com
Phone: (678) 503-5920
Copyright 2024
Securities and advisory services offered through Alexander Capital LP (Member FINRA and SIPC) and Alexander Capital Wealth Management a Registered Investment Advisor. Axio Wealth Strategies is not affiliated with Alexander Capital LP and ACWM. Instead of Securities and Advisory Services offered through Alexander Capital L.P, member FINRA and SIPC, a registered broker/dealer and Alexander Capital Wealth Management an Investment Advisor, Alexander Capital L.P and Axio Wealth Strategies are not affiliated. Check the background of this investment professional on FINRA's BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Axio Wealth Strategies
9040 Roswell Rd
Suite 375
Roswell GA 30350
Contact Us
Email: hello@axiows.com
Phone: (678) 503-5920
Copyright 2024
Securities and advisory services offered through Alexander Capital LP (Member FINRA and SIPC) and Alexander Capital Wealth Management a Registered Investment Advisor. Axio Wealth Strategies is not affiliated with Alexander Capital LP and ACWM. Instead of Securities and Advisory Services offered through Alexander Capital L.P, member FINRA and SIPC, a registered broker/dealer and Alexander Capital Wealth Management an Investment Advisor, Alexander Capital L.P and Axio Wealth Strategies are not affiliated. Check the background of this investment professional on FINRA's BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Axio Wealth Strategies
9040 Roswell Rd
Suite 375
Roswell GA 30350
ABOUT US