Wesley Heinrichs,  Cfp®, Cep®, Cprs™

Wesley Heinrichs, Cfp®, Cep®, Cprs™ Email and Phone Number

I Help People Consolidate Retirement Accounts & Put Together an Investment Strategy-------- Wealth Manager I Financial Planner l Financial Advisor I Investment Tax Strategist @ Axio Wealth Strategies
Atlanta, GA, US
Wesley Heinrichs, Cfp®, Cep®, Cprs™'s Location
Atlanta, Georgia, United States, United States
Wesley Heinrichs, Cfp®, Cep®, Cprs™'s Contact Details

Wesley Heinrichs, Cfp®, Cep®, Cprs™ work email

Wesley Heinrichs, Cfp®, Cep®, Cprs™ personal email

About Wesley Heinrichs, Cfp®, Cep®, Cprs™

"My job is to get you to do what you wouldn't do without me."My Father grew up as an Engineer and has been in the field for 30+ years. I was destined to be good with numbers. I just found a different way to make a career out of it. Traditionally, where I start with clients is finding opportunities to make your current assets more efficient, whether that is consolidating old accounts or simply managing accounts with a purpose. I help people design a strategy and plan for the following: - a balanced tax approach for now and the future- an answer for the next market downturn- the blueprint for your extra discretionary income to build a nest egg- retiring the way you wantMy ideal clients are professional, committed, and driven individuals. I show up whole-heartedly and help them identify and focus on fixing some key problems and help them optimize their financial plans to the benefit of themselves and their family. I specialize in Comprehensive Financial Planning, Retirement Planning, Tax Planning, Wealth Management and Estate Planning. I would love to find out what is important to you. Please reach out to me via phone or email to book an initial call:O: 678-503-5920wesley@axiows.comwww.axiows.comIf you would like to book a call or schedule a meeting, click below!https://calendly.com/wesley-axiowsSecurities and advisory services offered through Alexander Capital LP (Member FINRA and SIPC) and Alexander Capital Wealth Management a Registered Investment Advisor. Axio Wealth Strategies is not affiliated with Alexander Capital LP and ACWM. Instead of Securities and Advisory Services offered through Alexander Capital L.P, member FINRA and SIPC, a registered broker/dealer and Alexander Capital Wealth Management an Investment Advisor, Alexander Capital L.P and Axio Wealth Strategies are not affiliated. Check the background of this investment professional on FINRA's BrokerCheck.For a list of states in which I am/we are registered to do business, please visit www.axiows.com

Wesley Heinrichs, Cfp®, Cep®, Cprs™'s Current Company Details
Axio Wealth Strategies

Axio Wealth Strategies

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I Help People Consolidate Retirement Accounts & Put Together an Investment Strategy-------- Wealth Manager I Financial Planner l Financial Advisor I Investment Tax Strategist
Atlanta, GA, US
Website:
axiows.com
Employees:
3
Wesley Heinrichs, Cfp®, Cep®, Cprs™ Work Experience Details
  • Axio Wealth Strategies
    Axio Wealth Strategies
    Atlanta, Ga, Us
  • Axio Wealth Strategies
    Managing Partner
    Axio Wealth Strategies Jun 2024 - Present
    Visit us at www.axiows.com
  • Linea Private Wealth Management, Llc
    Financial Advisor
    Linea Private Wealth Management, Llc Jun 2020 - Jun 2024
    Atlanta, Ga, Us
  • Lpl Financial
    Lpl Financial Advisor
    Lpl Financial Nov 2018 - Jun 2024
    San Diego, Ca, Us
  • Foresters Financial Services
    Investment Advisor Representative
    Foresters Financial Services Aug 2016 - Nov 2018
    New York, Ny, Us
  • Beca | The It Brain Power Company
    Client Development Executive
    Beca | The It Brain Power Company Apr 2015 - Jul 2016
    Duluth, Georgia, Us
  • Sigma Phi Epsilon (Official)
    President
    Sigma Phi Epsilon (Official) Nov 2014 - Oct 2015
    Richmond, Va, Us
  • Georgia Southern University
    Golf Course Attendant
    Georgia Southern University May 2014 - Sep 2015
    Statesboro, Georgia, Us

Wesley Heinrichs, Cfp®, Cep®, Cprs™ Skills

Public Speaking Microsoft Office Leadership Retirement Planning Sales Time Management Team Leadership Teamwork Finance Life Insurance Personal Financial Planning Social Media Event Planning

Wesley Heinrichs, Cfp®, Cep®, Cprs™ Education Details

  • University Of Georgia - Terry College Of Business
    University Of Georgia - Terry College Of Business
    Financial Planning And Services
  • University Of Georgia - Terry College Of Business
    University Of Georgia - Terry College Of Business
    Financial Planning And Services
  • Georgia Southern University
    Georgia Southern University
    Finance
  • West Forsyth High School
    West Forsyth High School
    High School/Secondary Diplomas And Certificates
  • Blessed Trinity Catholic High School
    Blessed Trinity Catholic High School

Frequently Asked Questions about Wesley Heinrichs, Cfp®, Cep®, Cprs™

What company does Wesley Heinrichs, Cfp®, Cep®, Cprs™ work for?

Wesley Heinrichs, Cfp®, Cep®, Cprs™ works for Axio Wealth Strategies

What is Wesley Heinrichs, Cfp®, Cep®, Cprs™'s role at the current company?

Wesley Heinrichs, Cfp®, Cep®, Cprs™'s current role is I Help People Consolidate Retirement Accounts & Put Together an Investment Strategy-------- Wealth Manager I Financial Planner l Financial Advisor I Investment Tax Strategist.

What is Wesley Heinrichs, Cfp®, Cep®, Cprs™'s email address?

Wesley Heinrichs, Cfp®, Cep®, Cprs™'s email address is wh****@****ail.com

What schools did Wesley Heinrichs, Cfp®, Cep®, Cprs™ attend?

Wesley Heinrichs, Cfp®, Cep®, Cprs™ attended University Of Georgia - Terry College Of Business, University Of Georgia - Terry College Of Business, Georgia Southern University, West Forsyth High School, Blessed Trinity Catholic High School.

What skills is Wesley Heinrichs, Cfp®, Cep®, Cprs™ known for?

Wesley Heinrichs, Cfp®, Cep®, Cprs™ has skills like Public Speaking, Microsoft Office, Leadership, Retirement Planning, Sales, Time Management, Team Leadership, Teamwork, Finance, Life Insurance, Personal Financial Planning, Social Media.

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