You know how to earn money. We ensure you keep it.
Axia Global was founded with one purpose in mind:
- Make a measurable difference in the financial lives of affluent individuals, business owners, and career professionals.
By earning the right to become your trusted advisor, we guide you through the process of how to best protect hard-earned assets, reduce oppressive taxes, and secure lifetime value and distribution of your estate with sophisticated retirement and post-mortem plans.
What Qualifies Us?
- Nearly a century of collective experience in the financial services sector
- Expertise in estate planning, investment services, and insurance solutions
- Capability to serve high-net-worth clients worldwide with best-in-class resources
We work diligently to exceed our clients’ expectations for financial life planning in collaboration with expert partners, tax attorneys, accountants, business managers, financial advisors, and insurance professionals.
Count on us to wrap your assets in a protective safety net for your peace of mind.
Axia Global is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. As Owner-Firms we gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.
Axia Global is also proud to affiliate with the key designers of private placement and we serve as an independent “architect” to design and create life and annuity policies that best suit needs of affluent international clients with broad choice in insurance and reinsurance companies, and asset managers for elite solutions.
To enable you to own tax-advantaged assets that produce, where possible, tax-free income, regardless at what stage in life you acquire those assets.
For more than four decades, J. Michael Roney has specialized in only one area of business: estate planning and asset ownership. Bringing measurable value to the client engagement is his top priority. Recognized as a top financial professional nationally, Mr. Roney is a life and qualified member of the Million Dollar Roundtable, and a member of the Top of the Table and Court of the Table, distinctions earned a limited number of elite life underwriters in the world.
Sought as an industry speaker, he simplifies for audiences the complex issues of estate planning and wealth preservation. He also authored one of the definitive books in his field, Estate Preservation─Strategic Techniques for Saving Wealth.
As former President of Axis Global Financial Inc., Ms. Wang cultivated more than 20 years’ experience in financial planning, wealth management, insurance, retirement planning, and estate planning. Her well-established connections between the Pacific Rim and U.S. enable her to specialize in international asset protection with an emphasis on pre- and post-immigration tax planning.
Ms. Wang is registered with Securities and Exchange Commission; a member of NASD, SIPC; and an Estate & Charitable Planning Advisor. In her previous positions, she served as Principal of WMA Securities, Inc.; RR at Would Financial Group, NY; and as Vice President at UCB Investment Securities, Inc.
Ms. Yon joined the team in 2013 to service the growing needs of client cases from preparing illustrations to presentations. Previously, she served as an advanced market analyst with Time International, supporting an extensive team of financial advisors and insurance consultants with financial data analysis for plan designs and presentations. Earlier in her career, Ms. Yon was a mortgage loan processor with former Countrywide. She holds a B.S. in Business Administration from San Jose State University.