AxisPoint Wealth

AxisPoint Wealth is a financial planning firm based in Nashville, Tennessee with a broad presence across the nation, in many states. Our mission is to provide a world class experience and and guide our clients toward the most efficient financial outcome possible. Our main areas of focus are tax planning, investment strategies, business consulting, and holistic financial planning.

Our Clients

A smiling man in a blue suit standing next to a black car with the door open, outdoors near a tree and a white fence.

We specialize in working with companies and their owners. You’ve sacrificed to grow and scale your company. We can relate! We believe that the way we see the world is directly aligned with our entrepreneurial clients. You need a financial planning team that supports your most important asset, yourself and your company, not any assets we manage for you. Everything in your personal life should be designed with the opportunity to enhance your businesses. Our team provides advice and services pertaining to tax planning, valuation, purchasing power and leverage, employee retention, risk and investment strategies.

A family of three walking on a garden path toward a glass greenhouse. The father and mother are holding their young son's hands, and all three are wearing summer clothes and hats.

Successful families with aspiring or established careers work with our team whether they have prior experience with financial planning or not! Our objective is to meet each individual client where they are, operate from an unbiased fiduciary standard and lead with education rather than sales. We aim to gain a diligent understanding of our clients personal and professional goals with a custom-tailored financial roadmap outlining the most efficient way to get there mindful of tax, growth, risk, and cash flow.

With a background in college sports, we work with college and professional athletes, as well as their agents, to educate them on growing and using their wealth beyond their time as an athlete. This includes investment strategies, tax planning, business ideas, and longevity planning.

Our Planning Process

Discovery

During our initial meeting, you can expect a no pressure conversation designed to get to know one another and outline some of our services in detail to decide if it makes sense to continue through the process.
Objectives & Information Gathering

Our second meeting will be all about you. We want to thoroughly understand your situation, goals and ambitions. Typically by the end of this conversation, our team can provide the areas where there may be opportunity for us to help and a proposal on what that engagement would look like.
Plan Review & Education

Between our second and third meeting, our team will build out a custom tailored financial plan, providing in depth education on areas of opportunity and improvement. We will then sit down with you to walk you through that plan in as much detail as you would like.
Recommendations & Questions

After giving you ample time to review your planning analysis, we will hold our fourth meeting to answer questions you may have and provide guidance on implementing strategies outlined in the plan.
Implementation

Implementing these strategies can often be complex. The majority of our clients choose to execute on their planning ideas from the help of our well equipped team of specialists.
Ongoing Financial Planning

We firmly believe that a plan is only as good as how it continues to play out. The majority of our clients keep working with us to continue to execute on their planning, increase accountability, and provide ongoing advice. Our mission is to build long-term relationships with each of our clients and help to provide impact in their world for generations to come.