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TAILORED ADVICE

FOR EXECUTIVES


Comprehensive solutions. Integrated execution.

At Axiom Capital Wealth of Steward Partners, we provide corporate executives with more than traditional financial guidance—we deliver a partnership that evolves with them throughout every stage of their careers and business lives.


When you work with our team, you gain access to:

  • Executional experience paired with personalized service.
  • Deep knowledge of the institutional investor landscape.
  • Strategic guidance that goes beyond transactions to address long-term goals.

Backed by the strength and resources of Steward Partners and Raymond James, we combine precision, insight, and proactive service to help corporate leaders make confident decisions.


OUR FULL-SERVICE CAPABILITIES


We support corporate executives with a comprehensive range of execution and advisory services, including:

  • Equity Compensation & Stock Options - Guidance on maximizing value while managing tax implications.
  • Retirement & Deferred Compensation Planning - Structuring income strategies to prepare for life after the C-suite.
  • Business Succession & Liquidity Planning - Helping you navigate business transitions, sales, or liquidity events.
  • Estate & Legacy Planning Strategies - Coordinating with attorneys and tax professionals to protect wealth across generations.
  • Philanthropy & Charitable Giving - Designing strategies to align your success with meaningful impact.

Axiom Capital Wealth Management provides the clarity, resources, and execution you need at every stage of your professional or business journey.


DISCOVER THE WAYS WE CAN HELP


EXPLORE SERVICES

Strategies to help you minimize the risks and complexities of concentrated equity. 

Tax Diversification*

Help limit tax liabilities via equity exchange funds and unrealized appreciation.

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Potential Income Enhancement

Work to create cash flows by potentially selling call options to receive immediate liquidity.**

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Tax-Efficient Gifting

Leave a legacy via charitable remainder trusts and gift annuities.

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Hedging Strategies

Manage risk through a variety of customized strategies.

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Monetization Strategies

Help generate cash from the position through alternatives to an outright sale.

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* Diversification does not guarantee a profit nor protect against loss.

** When “writing” or selling calls, if the value of the underlying equity shares falls significantly, the loss from holding the stock will likely outweigh the gain from the option premium received. Also, as an equity holder and selling a covered call, the potential gain from owning the stock is limited to the gain realized if the share price reaches the strike price of the option. At some point after this occurs, the shares are “called away” and then sold for the strike price of the call option. Gains from expiring call options or buying back for less are considered short term for taxes. Raymond James limits the use of options to hedging strategies in certain accounts (e.g., covered calls and put purchases with limited downside risk). Prior to accepting an account for options activity investors must be given the Option Disclosure Document titled “Characteristics and Risks of Standardized Options” and must complete and submit an Option Agreement and Suitability Form for Raymond James review and approval prior to transacting option trades. Clients may only employ those strategies that have been approved. These documents are available from your financial advisor.

LET US HELP UNIFY AND SIMPLIFY YOUR COMPLEX FINANCIAL LIFE.