AXIOM Family Office & Wealth Management Guides

00:00:02 In your retirement planning, you want to understand a few things that are really, really critical as you make that next big transition from working full-time to being retired full-time. It’s a major decision. A lot has to go into that entire thought process so that when it’s all said and done, you’ve made… Read more: Your Retirement Planning What You Need To Know AXIOM Founders Family Office Armando Roman

00:00:02Hi, Armando Roman with Axium Founders Family Office here with Sam Dietro, attorney with the law firm Spencer Fain. Sam, how are you this morning? >> I’m doing well, Armando. How are you? >> Good, good. Hey, so I’m looking forward to this conversation with you. You and I have overlap in the types of… Read more: Selling Your Business Reduce Taxes, Protect Wealth, Protect The Family SAM DIPIETRO ARMANDO ROMAN

00:00:02 Hi, Armand Roman here with Axiom Founders Family Office in Scottsdale this morning with Jason Far of Brisl Trail Partners. Jason, good morning. How are you? >> Good morning, Around. You got it right. So, good job. >> I had to rehearse your company name because, uh, I just wanted to make sure I… Read more: Selling Your Business with Jason Haar Bristlecone Trail ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

00:00:01 So, Armando is the CEO of Axiom Founders Family Office, the family CFO and wealth management firm for Arizona founders and their families. As an entrepreneur, Armando has built and exited two businesses, a CPA firm serving closely held businesses and a niche management consulting firm. and he founded the Scottsdale Founders Forum, Arizona’s… Read more: Scottsdale Founders Forum Spring 2025 ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

00:00:03and Megan, let’s go ahead and get started. Hello and welcome to the Scottsdale Founders Forum. My name is Miguel Raman. I am the administrative manager at Axiom Founders Family Office. It is my pleasure to introduce to you Armando Raman who will be your host for today’s event. Armando is the CEO of Axiom… Read more: Scottsdale Founders Forum Fall 2025 ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

00:00:00 I’m Thomas Marky. I’m a CPA actually founders family office. Holy cow, how did we get here? Um, few years back, early spring, summer of 2020, anybody remember kind of what was happening, >> right? Our economy got shut down, pandemic, we started hearing the terms essential and non-essentials. Our business got called a… Read more: Scottsdale Founders Forum Fall 2023 ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

00:00:02 Hi, Armander Roman with Axiom Founders family office. I’m with John Far from Columbia West Capital. John, how are you >> doing? All right. How are you? >> Good. Good. John, thank you for this time that we’re having right now. What what uh we’ll talk about as we discussed earlier is when someone… Read more: Nuances of Selling To A Foreign Buyer with John Farr, Columbia West Capital and Armando Roman, AXIOM

The moment you sign the papers and hand over the keys to your business, something unexpected happens. The celebration fades. The void opens. You realize that for the last 15, 20, or 30 years, your company wasn’t just a business; it was your identity, your daily purpose, your reason to wake up at 5 a.m. Now,… Read more: Beyond the Exit: Why 80% of Founders Regret Selling (and How to Be the 20%)

In recent years, sustainable investing has emerged as a pivotal strategy within wealth management, reshaping how investors allocate their capital. As we navigate through 2025, this trend continues to gain momentum, driven by a confluence of environmental, social, and governance (ESG) considerations. This blog explores the evolution, benefits, strategies, challenges, and future prospects of sustainable… Read more: Sustainable Investing: A Growing Trend in Wealth Management for 2025 and Beyond

You have spent years, maybe decades, building something from nothing. Every decision, every late night, every risk taken has shaped a business that reflects your vision, your values, and your hard work. When the time comes to step away, whether through a sale, a transfer to family, or a planned retirement, the stakes could not… Read more: Your Business is Your Masterpiece: How to Protect Your Brand and Legacy During an Exit

[Speaker 1] (0:00 – 33:55)You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Hi, I’m Armando Roman, Family CFO at Axiom Founders Family Office, a wealth management… Read more: FGP 59: Uncertain About 2025? A Few Things to Consider For Your Business and Family with Armando Roman

Armando (0:00 – 1:19)You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Hi, I’m Armando Roman, Family CFO at Axiom Founders Family Office, a wealth management firm… Read more: FGP 58: M&A Attorney’s Proven Tactics to Walk Away Wealthier when Selling Your Business with Wesley Robinson

Armando (0:00 – 1:17)You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Hi, I’m Armand Aroman, Family CFO at Axiom Founder’s Family Office, a wealth management firm… Read more: FGP 57: Selling Your Business Made Easier with Strategic PR with Josh Weiss

Armando (0:00 – 1:14)You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Hi, I’m Armando Roman, Family CFO at Axiom Founders Family Office, a wealth management firm… Read more: FGP 56: The Cold Stone Blueprint For Selling Your Business with Doug Ducey

[Speaker 1] (0:00 – 26:49)You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here you will hear business exit professionals talk about what you should know before exit. Hi, I’m Armando Roman, Family CFO at Axiom Founders Family Office, a wealth management… Read more: FGP 55: 10 Questions Founders Ask Before Selling Their Business