Wesley Heinrichs, Cfp®, Cep®, Cprs™ Email and Phone Number
Wesley Heinrichs, Cfp®, Cep®, Cprs™ work email
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Wesley Heinrichs, Cfp®, Cep®, Cprs™ personal email
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"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
Axio Wealth Strategies
View- Website:
- axiows.com
- Employees:
- 3
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Axio Wealth StrategiesAtlanta, Ga, Us -
Managing PartnerAxio Wealth Strategies Jun 2024 - PresentVisit us at www.axiows.com -
Financial AdvisorLinea Private Wealth Management, Llc Jun 2020 - Jun 2024Atlanta, Ga, Us -
Lpl Financial AdvisorLpl Financial Nov 2018 - Jun 2024San Diego, Ca, Us -
Investment Advisor RepresentativeForesters Financial Services Aug 2016 - Nov 2018New York, Ny, Us -
Client Development ExecutiveBeca | The It Brain Power Company Apr 2015 - Jul 2016Duluth, Georgia, Us -
PresidentSigma Phi Epsilon (Official) Nov 2014 - Oct 2015Richmond, Va, Us -
Golf Course AttendantGeorgia Southern University May 2014 - Sep 2015Statesboro, Georgia, Us
Wesley Heinrichs, Cfp®, Cep®, Cprs™ Skills
Wesley Heinrichs, Cfp®, Cep®, Cprs™ Education Details
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University Of Georgia - Terry College Of BusinessFinancial Planning And Services -
University Of Georgia - Terry College Of BusinessFinancial Planning And Services -
Georgia Southern UniversityFinance -
West Forsyth High SchoolHigh School/Secondary Diplomas And Certificates -
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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