About AUDAX WEALTH MANAGEMENT
AUDAX WEALTH MANAGEMENT provides expert financial advice to clients seeking to grow and protect their wealth. With a solid reputation for delivering personalized and comprehensive strategies, the firm has become a trusted partner to individuals and families seeking to secure their financial future.
How does the advisor help clients – Key Takeaways:
- Expert financial advice from a team of professionals
- Personalized and comprehensive strategies tailored to each client’s needs and goals
- Firm focus on helping clients grow and protect their wealth
- Trusted partner for individuals and families seeking financial security
Facts and Insights
AUDAX WEALTH MANAGEMENT has over 20 years of experience in the financial industry and has a team of highly qualified professionals. The firm is committed to providing personalized and comprehensive strategies that help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
AUDAX WEALTH MANAGEMENT serves a diverse range of clients, including:
- High-net-worth individuals
- Families
- Corporate executives
- Business owners
- Professionals
Fees & Compensation
Audax WEALTH MANAGEMENT operates on a fee-based model, meaning their compensation is based on a percentage of the assets under management. This ensures that the firm is aligned with the client’s best interests and works towards growing their wealth.
Background
The founding member of AUDAX WEALTH MANAGEMENT has over 30 years of experience in the financial industry and holds numerous professional certifications, including the Certified Financial Planner (CFP) designation. The firm’s team of professionals has backgrounds in finance, accounting, and law, and is dedicated to providing expert financial advice to clients.
Financial Advisor Disclosures to Know
As a trusted partner to clients, AUDAX WEALTH MANAGEMENT believes in transparency and abides by all industry regulations. The firm has no disclosures on record and is in good standing with all regulatory bodies.