Our Team Approach to Wealth Management
- Auxano Wealth Management offers you an impressive depth of experience in all aspects of wealth management, comprehensive wealth strategies and advanced planning options
- We provide objective strategies to address your on-going and changing needs.
- The members of our financial advisory team combine extensive wealth management experience with personalized client service. Our financial professionals include wealth and investment advisors who collaborate with you on the design, implementation, and on-going management of your customized wealth management plan.
- With over 36 years of experience, our professionals have provided fee based comprehensive financial advice and actionable strategies to individuals, families, corporations, and Trustees. We act as Fiduciaries on behalf of clients who have assets under our fee-based asset management program.
- All Auxano advisors hold a variety of professional designations and are well versed in several financial and wealth management disciplines. Our combined education and experience position us to offer broad-based financial advice that you can trust.