Axis Private Wealth

Axis Private Wealth Axis Private Wealth was founded by Logan Skinner in 2022 to promote financial stewardship.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Axis Private Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Important Disclosure Information: http://raymondjames.com/smicd.htm

Sometimes we hold ourselves to decisions we made for a version of life that no longerexists.Maybe you planned to retire ...
10/07/2026

Sometimes we hold ourselves to decisions we made for a version of life that no longer
exists.

Maybe you planned to retire at 65, but your work still feels meaningful. Maybe you always
pictured staying in your home, but now you'd rather have the freedom to travel. Maybe
supporting family or giving back has become more important than something you spent
years saving toward.

As life gives us new experiences, our priorities have a way of evolving with them.

Your financial plan should leave room for that.

The new role looks great. The compensation is compelling. You're ready for what's next.Before you say yes, take a close ...
10/06/2026

The new role looks great. The compensation is compelling. You're ready for what's next.

Before you say yes, take a close look at what happens when you leave your current
employer.

For executives, unvested equity, deferred compensation, benefits, and other provisions
can make the timing of a career move worth a closer look.

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to seewhether your coverage should change ...
10/05/2026

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see
whether your coverage should change with it.

Have your prescriptions changed? Your doctors? Your income? Are healthcare costs
fitting into your retirement plan the way you expected?

Open Enrollment runs from October 15 through December 7, making this a good time to
take another look and bring any questions into your next planning conversation.

We can help you consider how healthcare costs fit into your broader financial picture and
coordinate with the appropriate Medicare professionals when needed.

One of the things we've noticed is that retirement doesn't always unfold the way peopleexpect.Many prepare financially. ...
09/30/2026

One of the things we've noticed is that retirement doesn't always unfold the way people
expect.

Many prepare financially. Far fewer prepare for the change in identity that comes from no
longer being the person everyone turns to at work.

The meetings stop. The phone gets quieter. The routine changes.

What doesn't change is everything you've learned along the way.

Your experience didn't retire when you did.

Someone could benefit from the lessons you've spent decades earning. Whether it's
mentoring a young professional, serving your community, or helping a nonprofit, your next
chapter can be just as meaningful as the one that came before.

We've found that people don't usually schedule a meeting because they want to reviewtheir investments.They schedule a me...
09/28/2026

We've found that people don't usually schedule a meeting because they want to review
their investments.

They schedule a meeting because something in life has changed.

A new opportunity.

A growing family.

An aging parent.

A career milestone.

Those moments are often exciting, sometimes overwhelming, and almost always worth
talking through.

That's why we believe some of the strongest financial plans aren't built to stay the same.
They're built to adapt as your life does.

One question has a way of changing almost every financial conversation."What is your wealth actually for?"The answer is ...
09/25/2026

One question has a way of changing almost every financial conversation.

"What is your wealth actually for?"

The answer is almost never a number. It's about the life someone wants to build, the
people they want to care for, and the opportunities they hope to create.

We've found that once that conversation happens, financial decisions become clearer.
Priorities come into focus. The plan starts to reflect the person instead of just the
portfolio.

Because before wealth can be managed well, it helps to understand the purpose behind it.

We've never had someone walk into our office and say, "We can't wait to review ourbeneficiaries."What we hear is somethi...
09/23/2026

We've never had someone walk into our office and say, "We can't wait to review our
beneficiaries."

What we hear is something much more human.

"We've been meaning to update our wills."

"I know we should consolidate those old retirement accounts."

"We keep saying we need to talk to our kids about our estate plan."

"We just never got around to it."

After years of working with families, we've learned that people rarely put these
conversations off because they don't care.

They put them off because life gets busy. There always seems to be something more
immediate demanding their attention.

That's why we don't think of financial planning as checking boxes. We see it as creating the
time and space to work through the decisions that have quietly been sitting in the
background for far too long.

If something has been sitting in your "one day" file, maybe this is the season to move it to
the top of the stack.
US

It's amazing how much space one unanswered financial question can take up in your mind.You might only think about it for...
09/21/2026

It's amazing how much space one unanswered financial question can take up in your mind.

You might only think about it for a few minutes at a time.

Driving to work. Lying awake at night. Paying the bills. Having coffee on a Saturday
morning.

But those few minutes have a way of adding up.

You don't have to have everything figured out before starting the conversation.
Sometimes bringing a question into the open is the first step toward feeling lighter.

One of our favorite meetings usually starts the same way.A client reaches into a folder and says, "I've been meaning to ...
09/18/2026

One of our favorite meetings usually starts the same way.

A client reaches into a folder and says, "I've been meaning to ask you about this."

Sometimes it's a statement they don't understand or an old retirement account.

Almost never is it as complicated as they feared. Remember, you don't need to have
everything organized before asking questions.

Sometimes the most productive meetings begin with, "Can we look at this together?"

When everyone counts on you, your own priorities can quietly slip into the background.Not because they matter less, but ...
09/17/2026

When everyone counts on you, your own priorities can quietly slip into the background.

Not because they matter less, but because there's always someone else to think about
first.

Over the years, we've had many conversations with women balancing careers, caregiving,
family, and countless responsibilities. One thing we've learned is that supporting others
starts with making sure you have a plan for yourself.

You deserve the same care and attention you give to everyone else.

Sometimes the most important financial decision is simply making time for the
conversation.

Address

2793 Alpine Road
Longview, TX
75605

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

Telephone

+19032158337

Website

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