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OUR TEAM

Paul Axberg

Paul coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He and his team implement customized strategies all as a part of the proprietary process, The Foundation FORMula™. 

Certified Public Accountant
Certified Investment Management Analyst®
Personal Financial Specialist
Certified Financial Planner™

AS SEEN IN:

Financial Advisor, U.S. News & World Report, CNN Business, Market Watch, Authority Magazine, AZCentral

Susan Alexander

CLIENT SERVICES

Susan answers the phone, prepares the reports for client meetings, prepares and processes paperwork, and assists clients with any questions she can answer regarding their accounts.

Cole Moreau

CLIENT SERVICES

Cole provides support with our marketing efforts as well as assistance to our clients with their questions and issues.

Brian E. Frick

Certified Public Accountant
Certified Financial Planner™ ​
Brian also coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve.

Discover Our Process

Learn more about our proprietary process, the Foundation FORMula.

WHAT'S YOUR RISK NUMBER?

Click the image above!

623-398-0128

13613 West Camino Del Sol, Suite #3 Sun City West, Arizona 85375
 
paxberg@axbergwealth.com

Paul D. Axberg is an investment advisor representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Axberg Wealth Management is not affiliated with USA Financial Securities.


Paul Axberg is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include:
AZ;CA;CO;DC;FL;HI;ID;IL;KY;MI;MN;NC;NE;NJ;NY;OH;UT;VA;WA;WI.
For investment advisory services these states include:
AZ;CA;CO;CT;FL;HI;ID;IL;MI;MN;NE;NJ;OH;UT;VA;WA;WI
Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation