Corporate Finance Services

AXIOM Founders Family Office, Inc. is a registered investment advisor based in Phoenix, AZ. Led by Founder and CEO Armando Roman, the firm specializes in helping founders preserve their American success stories through comprehensive wealth management strategies. With a team of experienced professionals, including Financial Planner Tom Marki and Administrative Manager Miguel J. Roman, AXIOM Founders Family Office provides personalized services and coordinates with a professional network to ensure clients receive a cohesive and tailored approach to their financial needs. The firm offers a range of investment and insurance products to help individuals create retirement strategies that align with their objectives. While emphasizing the importance of risk management, AXIOM Founders Family Office aims to provide steady and reliable income streams through fixed insurance products. With a commitment to transparency and client satisfaction, the firm prioritizes the individual needs of each client and offers informational resources to support informed financial decisions.Generated from the website

WealthPoint, based in Phoenix, AZ, specializes in simplifying complex decision-making processes for entrepreneurs and affluent family groups. By replacing traditional planning with a leadership-driven model, they empower clients to navigate their wealth-based choices with clarity and confidence. The firm offers a range of advisory services, including insurance, business advisory, and M&A strategies, all designed to help clients achieve their desired outcomes without the burden of unnecessary complexity. Through collaboration with trusted advisors, WealthPoint focuses on delivering tailored solutions that address the unique challenges faced by successful individuals and families. Generated from the website

Ameriprise Financial, led by advisor Wayne D. Kandas in Phoenix, AZ, is committed to helping clients achieve their financial goals through personalized, one-on-one financial advice tailored to individual needs. With a team of over 10,000 advisors nationwide, Ameriprise provides a range of services including diversified portfolio recommendations, regular goal reviews, and digital tools for easy access to investments. The firm boasts various professional designations among its advisors, ensuring they possess a comprehensive understanding of asset management, estate planning, and investment strategies. Ameriprise has also been recognized for its exceptional client satisfaction, emphasizing its mission to help clients feel confident and in control of their financial futures. Generated from the website