Wealth & Wisdom: June 2025

Wisdom Begins with Insight

"Volatility is the price we pay to invest."

Markets delivered a wild ride this spring. After a sharp drop, we saw a rally in just 27 trading days. It's a strong reminder that volatility often precedes growth, and staying the course pays off.

In this month's update, we reflect on recent market swings and why long-term discipline matters more than ever.

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Axio Team Updates

Wes had the chance to take my first international trip, visiting Germany and Switzerland! A special highlight was getting to connect with two of our amazing clients, Tricia and Lee, while overseas! (Yes, there's a photo... and yes, they're just as great in person.)

This month, Wes & Jeremy had the chance to hit the course with our partners at Core Income, enjoying a well-deserved break and great company on a recent golf trip. Core Income specializes in helping advisors like Axio navigate the complex world of insurance and long-term care (LTC) solutions. They help ensure we're recommending the most strategic options for your needs. The trip was a great reminder that strong partnerships-like the one we've built with Core-are key to delivering thoughtful, personalized financial strategies.

Taking Flight at Axio

One Year of Axio - Thank You!

June marks one full year since we launched Axio Wealth Strategies. What started as an idea has taken flight into a firm built on trust, insight, and a shared passion for helping others navigate their financial journey.

Axio was officially founded on June 6th, 2024, and we're incredibly grateful for the clients, friends, and colleagues who have supported us every step of the way.

This past year has been filled with growth, learning, and meaningful relationships -and we're just getting started. As always if you have any questions or need guidance feel free to schedule a call. We love to hear from you!

Securities 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 L.P. and ACWM. Instead of Securities and Advisory Services offered through Alexander Capital LP, 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.