Axis Private Wealth

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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

There comes a point when you start thinking differently about what's valuable.You've spent years building a career, supp...
10/14/2026

There comes a point when you start thinking differently about what's valuable.

You've spent years building a career, supporting a family, saving for the future, and taking
care of what needed your attention. Eventually, the question becomes: What do I want
more time for?

Maybe it's family. Travel. Your business. Your health. Giving back. Or simply having more
control over your days.

Financial planning should help you think beyond the numbers and consider how the life
you've built can support the way you want to spend your time.

Axis P.W. Family, It's a boy! đź’™ Kaylee and I are thrilled to welcome Callahan James, born October 13, 2026, at 12:25 AM,...
10/13/2026

Axis P.W. Family, It's a boy! 💙 Kaylee and I are thrilled to welcome Callahan James, born October 13, 2026, at 12:25 AM, weighing 9 lbs 1 oz. We kept the surprise until now, and our big kids are already smitten with their little brother. Thank you for the prayers and love. Our hearts are full! 🙏

Financial priorities have a way of changing as life does.At one point, the focus may be building an emergency fund or pa...
10/13/2026

Financial priorities have a way of changing as life does.

At one point, the focus may be building an emergency fund or paying down debt. Later,
the conversations shift toward retirement, caring for family, enjoying what you've built, or
thinking about what you'll leave behind.

The important part is recognizing how those priorities connect.

A strong financial plan considers what you need today while continuing to make room for
what may matter years from now.

Wherever you are in that progression, we'd be happy to have a conversation about what
deserves your attention next. Reach out to our team when you're ready.

You can know it's time to move and still have a hard time leaving.A home can hold decades of birthday mornings, holidays...
10/12/2026

You can know it's time to move and still have a hard time leaving.

A home can hold decades of birthday mornings, holidays around the table, height marks
on the doorframe, and rooms your children still think of as "home."

So when it's time to downsize, the decision carries more than financial considerations. It
can mean deciding what to keep, what to let go of, and what you want the next chapter to
feel like.

Some moves deserve more than a financial conversation.

Some future expenses are easier to plan for because you know roughly when they'recoming.That's where a bond ladder may c...
10/09/2026

Some future expenses are easier to plan for because you know roughly when they're
coming.

That's where a bond ladder may come into the conversation.

By staggering bond maturities across different dates, investors can create a schedule
where portions of the portfolio mature at different times, potentially providing funds for
future needs while the remaining bonds stay invested.

Like any investment strategy, the right structure depends on your goals, timeline, and
broader portfolio.

Sometimes knowing when you'll need the money can help shape how you invest it today.

Success can create something we don't talk about enough: more choices.And choices come with tradeoffs.A promotion may me...
10/08/2026

Success can create something we don't talk about enough: more choices.

And choices come with tradeoffs.

A promotion may mean more income and less time. A bigger home may mean more space
and less flexibility. Building wealth may eventually give you the ability to work less, change
careers, or spend differently.

As your financial life grows, the conversation often becomes less about what's possible
and more about what's worth it.

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.

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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