Rob Shelton

Legacy Beyond Wealth with Rob Shelton

Business EN ↓ 76 episodes

Hosted by Rob Shelton, founder and wealth manager of Axio Wealth Management, Legacy Beyond Wealth Podcast is dedicated to helping successful families unlock the freedom to live a life of significance. With more than 20 years of experience in the financial industry, Rob has cultivated a deep well of knowledge and financial expertise. Tune in for helpful strategies on topics like income planning, legacy building, Social Security, minimizing taxes, and much more. Subscribe and never miss an episode! If you have any questions or want to reach out, go to https://www.axiowm.com/ or call 801-717-9237...

Author

Rob Shelton

Episodes

Axio Wealth Management: How the Business Started 23.01.2025 10:58

In the inaugural episode of Legacy Beyond Wealth, we’re beginning a four-part series to introduce you to Rob Shelton, a wealth manager and founder of Axio Wealth Management. We’ll begin today with Rob’s journey into the financial world and some background on the business. What sets Rob apart is not just his expertise in finance but his deep-rooted passion for helping families secure their financi...