Why High-Earners Work With AXR
Clarity, defense against avoidable risk, and a plan you can actually follow.
Tax-aware planning
Coordinate investments, retirement accounts, and equity comp with tax strategy to keep more of what you earn.
Risk management that fits you
Portfolio guidance aligned to your goals—aimed at growth with prudent downside awareness.
Personalized, not generic
We build a clear roadmap around your goals so you know exactly what to do next.
Watch: How Smart Investors Build Wealth With Confidence
In this short video, see how our clients simplify complex financial decisions and protect what matters most — without unnecessary risk or confusion.
🎯 Ready to take the next step? Book your free 30-minute strategy call below and get a personalized plan for your goals.
What You’ll Get in Your Free Session
This is an educational, no-obligation conversation focused on your situation.
Portfolio Review
We look at your current accounts and allocation.
Risk & Tax Assessment
Identify potential gaps and considerations for your tax professional.
Personalized Strategy
Walk away with next steps and a roadmap tailored to your goals.
Who This Is For
- ✔High-income professionals
- ✔Business owners and founders
- ✔Tech employees with equity/stock comp
- ✔Families preparing for major milestones
- ✔Anyone seeking a clear plan toward financial independence
What This Session Is Not
- ✖Sales pressure or product pitch
- ✖One-size-fits-all advice
- ✖Performance guarantees
- ✖Tax or legal advice
Akshay Gupta, MBA
Wealth Advisor
Owner/President
I hold a Master of Business Administration (MBA) degree with a concentration in finance, which I earned from ESADE University in Barcelona, Spain, a globally recognized institution consistently ranked among the Top 20 universities worldwide. Prior to this achievement, I pursued my Bachelor of Science in Chemical Engineering at Mississippi State University.
My professional journey has been characterized by diverse roles and rich experiences. It commenced as a UK Senior Foreign Exchange Associate at Kantox in London, UK, a tenure during which I cultivated profound insights into the intricacies of the financial sector. Subsequently, I had the privilege of assuming the role of CEO at a company I founded based in Oregon, where I steered strategic initiatives and fostered organizational growth.
In June 2024, I embarked on a new chapter of entrepreneurship, founding AXR Investments within LPL Financial after an enriching five-year tenure at Merrill Lynch. This venture allows me to remain deeply engaged with the business community, harnessing my extensive financial acumen to empower clients in realizing their financial aspirations.
Beyond my professional endeavors, I am an active participant in the Hindu Temple Society in Austin, underscoring my commitment to community engagement. My interests transcend finance and encompass a fervent enthusiasm for sports such as basketball, mountain biking, and tennis, alongside leisure pursuits including golf, music, and culinary arts.
Avery Gutierrez
Director of Client Relations
(512) 402-8630
I have extensive experience in the financial services sector, currently serving as the Director of Client Relations at AXR Investments, with a proven track record in enhancing client relations and delivering exceptional service across various roles. Previously held positions at Greater Texas Credit Union and Capital Credit Union, where responsibilities ranged from consumer loan underwriting to financial service specialization. Strong background in member service, with over five years of progressive experience in banking, fostering client satisfaction, and optimizing service delivery. Adept at identifying client needs and implementing effective solutions to drive business growth and enhance operational efficiency.
I grew up in a small town in Wisconsin and moved to Austin in April of 2024. I loved participating in sports, wrestling, baseball, and soccer, which taught me the value of teamwork and perseverance. Outside of athletics, I have a passion for making music, which allows me to express myself creatively. Whether I’m on the field or in the studio, I thrive on the energy and excitement of pursuing my interests.
