Axberg Wealth Management, LLC

Axberg Wealth Management, LLC is a wealth management firm in Surprise, AZ, located at 13613 W Camino Del Sol. The firm serves retirees and individuals seeking integrated financial guidance, specializing in investment management, tax planning, retirement income strategy, insurance, and legacy planning. Paul Axberg, CFP®, CPA, and CIMA®, leads the practice, drawing on nearly three decades of experience since 1996 to help clients navigate the transition from predictable W-2 income to complex retirement withdrawals. The service area includes Sun City West, Surprise, The Grande, Peoria, Sun City Festival, Wickenburg, and Desert Hills. The firm holds a perfect 5.00 rating based on customer reviews.

Axberg Wealth Management operates on the premise that the gap between a financial advisor and a tax planner is where planning mistakes occur. To close that gap, Paul Axberg coordinates investments, tax strategy, and financial planning as a single, integrated system under one roof. The firm utilizes a proprietary "Foundation FORMula" to deeply understand client needs and formulate plans that address financial, tax, insurance, and legacy goals simultaneously. Paul personally leads every Discovery, Design, and Deployment meeting and semi-annual strategy review, ensuring clients have direct access to their advisor without handoffs to junior associates. The team includes investment, tax, insurance, and legacy planning professionals who operate with the shared priority that the client comes first.

Paul builds client portfolios using a curated group of institutional money managers, each offering distinct, professionally managed models designed around specific investment approaches. He selects the model best suited to each client’s goals and risk tolerance, and also uses State Street’s institutional analytical research to build branded model portfolios. For clients preferring individualized approaches, Paul has access to an open-architecture platform allowing for direct stock selection. The firm also partners with Goosehead Insurance to provide independent property and casualty insurance solutions, while managing life, long-term care, and disability insurance directly. Accounting services are also available to assist with recordkeeping, expense tracking, and tax documentation.

The firm is recognized for its positive rating from the customers who have reviewed it, reflecting the satisfaction of those who have utilized its coordinated approach to wealth preservation and retirement income stability.

Axberg Wealth Management brings nearly thirty years of integrated expertise to Surprise, helping retirees keep more of what they have built through coordinated financial, tax, and legacy planning.

BizScoreAI awards Axberg Wealth Management a Performance score of 100 out of 100, which measures website loading speed to keep visitors on the page and aid search engine ranking. The firm also receives a Content Quality score of 75 out of 100, reflecting how well the site answers customer questions and describes its services for AI assistants to quote directly.