Find clarity and simplicity As a steward of wealth.

Your dreams for your family and future deserve focused attention and a clear strategy for the path ahead. That’s exactly what you’ll discover at Axis Private Wealth.

As your trusted financial partner, we support you in managing and preserving your assets for your financial well-being and your family’s future. Along the way, our relationship will be built on collaboration, respect and common values.

With insight and skill, we support a select number of clients in the stewardship of their resources. We invite you to experience how our holistic approach can bring clarity and simplicity to your financial life.

Discover our difference

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Risk Management

One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Get to know Our Team

Logan Skinner
Logan Skinner, CFP®
Owner, Axis Private Wealth Financial Advisor, RJFS
Raven Billings
Raven Billings
Client Relationship Manager
Linda Harrelson
Linda Harrelson
Business Operations Coordinator
Morrisa Hatten
Morrisa Hatten
Client Relationship Manager

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty.
Proverbs 21:5

Information & insight

The benefits of tax-efficient wealth management.
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Tax Planning
The two go hand in hand when preparing your heirs.
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Family & Lifestyle
This significant change could boost your retirement savings as you approach retirement.
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Retirement & Longevity
Chief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.
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Markets & Investing
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
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Markets and Investing
When buying luxuries, your portfolio can be powerful collateral.
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Family & Lifestyle
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The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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.

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