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Wealth preservation strategies for retirees.

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The highest standards of care for your portfolio.

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A Proven Wealth Management Strategy

Our FOUNDATION FORMula is the cornerstone of your financial plan.

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Comprehensive Wealth Management for Retirees

Designed to address every aspect of your financial life in retirement.

Wealth
Preservation

Tax
Optimization

Legacy
Planning

Retirement
Income
Planning

The Axberg Difference

When it comes to your financial future, experience matters. Here’s why Axberg Wealth Management stands apart:

The Axberg Holistic Approach to Wealth Management

Axberg Wealth Management offers clients a comprehensive suite of financial services, including tax planning, insurance solutions, financial and retirement planning, wealth preservation strategies, legacy planning, and educational funding. By combining these capabilities, Axberg is able to take a holistic approach to addressing all aspects of our clients’ financial lives. This integrated approach helps ensure that each element of a client’s financial plan is aligned and working together effectively. Axberg’s team of experienced professionals collaborates closely with clients to develop customized plans tailored to their unique needs and goals. This level of personalization is intended to simplify clients’ financial lives and provide them with greater confidence.

The Client Experience

Paul is very knowledgeable, trusting and friendly. He has always been very responsive when I have concerns, has solutions, and puts my mind at ease.

Paul Axberg has been my financial adviser for almost 20 years. He is an expert in the field, always keeping track of the best plan for my situation. I was so thankful for his support and guidance following the death of my husband. Paul is a kind and caring person, readily available to provide information and reassurance during these unsettling financial times.

I have been with Paul 15 plus years. He is always available and has given me excellent advice. He shows his gratitude to his clients as well with wonderful get togethers.

Paul has helped me map my financial plan for retirement, as well as recently transition to retirement. I appreciate the tools he uses to track and analyze my portfolio as well as tools used to assess my level of comfort with risk in the investment world. He and his crew are always available and a pleasure to do business with.

Very, very knowledgeable people. They initiate contact and take care of business. Questions are always answered and explanations provided. We wish we would have transferred to Axberg Wealth Management years ago. This firm looks after you and your assets. This is such a friendly atmosphere that a business visit seems like the old, “ front porch sit down”. Thank you guys so much.

Paul & his staff are professional & personable. Whether tax prep, investment or sharing personal info....Paul listens, suggests & explains in understandable terms. I have witnessed Paul's compassion toward his clients, as well as the company's generosity through their 'client appreciation' dinners & awards events.

Paul presents his information in a concise and understandable manner. It is a one stop shop for you finances. He goes into detail and turns over every stone to make sure you're comfortable with your portfolio. A very open personable approach as to how much we want him to handle.

Paul is always accessible and helpful. He explains things well. I would definitely recommend this office for all your financial needs.

Testimonials and endorsements presented may have been provided by current clients of the firm. Individuals providing the comments were not compensated, directly or indirectly, in exchange for their testimonial or endorsement. However, individuals with favorable experiences are more likely to be encouraged to leave reviews. Reviews and opinions presented are not necessarily representative of all clients. Results may vary from those described herein. One should evaluate the advisor’s qualifications and approach to determine suitability for their own needs. Investing carries an inherent element of risk, including potential loss of principal. Past performance is not indicative of future results.

Financial Knowledge

Stay informed with our latest insights on retirement planning, tax strategies, and wealth preservation.

Is Your Wealth Manager A Fiduciary? Find Out What You Need to Know!

What Are the Benefits of Using a Wealth Management Firm to Handle Diverse Investments

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Your Dedicated Team of Professionals

With over 150 years of combined experience, our team brings together expertise in wealth management, tax planning, and legacy planning to provide you with comprehensive financial guidance.

Paul D. Axberg

CEO

Paul Axberg is the founder of Axberg Wealth Management. With nearly three decades of experience in investment management, he has dedicated his career to serving clients with integrity, expertise, and a deep commitment to their financial well-being. As a Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Certified Investment Management Analyst (CIMA) earned through the University of Chicago Booth School of Business, his approach integrates comprehensive financial planning and investment strategies tailored to meet the unique needs of those planning for or enjoying work-optional lifestyles.

Laura Ansnes

Client Services Director

Laura Ansnes serves as the Client Services Director at Axberg Wealth Management, playing an integral role in the team’s success. With over 2 decades of experience in the financial services industry, Laura has a proven track record of managing clients and ensuring their needs are met with precision and care. As a graduate of California State University Long Beach with a degree in Business Administration, Laura brings a wealth of knowledge and a strong work ethic to this role. Laura oversees office logistics, manages account openings and paperwork, and ensures seamless communication with clients. Outside of work, Laura and her husband love spending time outdoors, enjoying activities like boating, surfing, camping, and off-roading.

Susan Alexander

Transaction Management Specialist

Susan Alexander has been an integral part of Axberg Wealth Management for the past 20 years. As the Transaction Management Specialist, Susan brings a wealth of experience and a deep understanding of the intricate processes that keep our firm running smoothly. Throughout her tenure, Susan has played a pivotal role in managing paperwork processing, opening accounts, and providing insightful assistance to clients. Her expertise in managing complex transactions and her ability to adapt to the ever-evolving financial landscape have been invaluable to the firm’s success. Outside of work, Susan enjoys outdoor activities, boating, and cherishing moments with her granddaughter.

Elijah Axberg

Life Insurance Specialist

Elijah Axberg is our Life Insurance Specialist at Axberg Wealth Management. Elijah specializes in crafting personalized life insurance plans to complement our clients' comprehensive wealth management and tax planning strategies. Elijah is known for his exceptional product knowledge and client-first approach. When he's not working, you can find Elijah snowboarding, skating or traveling. Driven by a passion for providing financial security, Elijah is committed to ensuring his clients have the life insurance coverage they need to protect their families' futures.

Cole Moreau

Agency Owner, Goosehead Insurance

Cole is an independent insurance agent offering services through Goosehead Insurance. Specializing in personalized property and casualty insurance solutions for individuals and businesses, Cole is committed to simplifying the insurance process and finding the best coverage at competitive rates. Contact Cole at 715-889-0451 for expert guidance on all your insurance needs. Goosehead Insurance partners with Axberg Wealth Management; however, Goosehead Insurance is not affiliated with Axberg Wealth Management or USA Financial Securities.