Robert Shelton

About Robert Shelton

My goal is to be able to create a better community in which I live in. I strive to do this in four specific areas. They are professional, government, non profit and family. Professional - I make every effort to be an ethical Financial Advisor that people can turn to and trust for sound financial advice and investment management. I love studying and talking about the economy. I also endeavor to better my industry by being involved in the various associations and chambers of commerce.Government – I am currently serving on American Fork City Council. I feel that the only way we can change government for the better is to get involved. Non – Profit – I feel that I have been very blessed in my life. I feel that I should use those blessing to bless the lives of others around me. I am active in my local Rotary Club, religion and other non-profits. I get great satisfaction out of being able to serve others.Family – My greatest joys come from my family. I feel that no greater impact can one have on a child than that of a parent. It is my hope, goal and dream to be the best father and husband to my family.Specialties: Investment Management, Alternative Investments, Economics, Marketing, Politics, and Public Speaking.Securities offered through J.W. Cole Financial, Inc.(JWC) Member and services offered through J.W. Cole Advisors, Inc.(JWCA) J.W. Cole Financial, Inc. and Axio Wealth Management, LLC are unaffiliated entities.Advisors must be properly registered in the state where you live in order to conductsecurities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of JWC/JWCA. https://bit.ly/2q0UjF6

Experience

1. Wealth Manager

   Axio Wealth Management

   Sep 2014 — Present

   Many business owners and entrepreneurs have spent their careers developing and managing their companies for their employees and shareholders. Their success comes from their ability to be laser-focused on executing the innovative ideas of their companies.This laser-focus often leads to jam-packed hours keeping them from devoting the same time and attention to their own personal financial situations. Many business owners start with excitement in building a successful company, but protecting their family financially is what kept them up at night.The ‘nutty’ atmosphere that requires the company to always be innovative can leave them spread thin and burnt out.The unintended consequence is that the family’s wealth management is often neglected. That’s where I can help business owners and their family audience find hope. We have a customized process that helps business owners bring all the financial voices in their life to be in one collaborative conversation. From their CPA to their financial advisor, insurance agent, estate attorney, and a number of other advisors, business owners need to know which gaps exist in their financial structure.Our customized process helps guide these successful families to closing those gaps and creating a collaborative connection with all of the voices trusted by the business owner. This may give them clarity, confidence, and good information knowing the people that matter the most to them are taken care of.

Education

• Western Governors University

  Bachelors, Finance

  2008 — 2009

• American Fork High

  High School

  1998 — 2000

Skills

• Asset Allocation
• Banking
• Mutual Funds
• Risk Management
• Portfolio Management
• Financial Analysis
• Finance
• Retirement Planning
• Financial Economics
• Investment Strategies
• Alternative Investments
• Retirement
• Strategic Financial Planning
• Wealth Management
• Financial Advisory
• Insurance
• Government
• Investment Management
• Investments
• Wealth
• Asset Management
• Wealth Management Services
• Estate Planning
• Public Speaking
• Management
• Investment Advisory
• Marketing