About Us

We founded Axiom Wealth Solutions in 2020 with a shared passion for helping families take control of their financial future with confidence and clarity. Our investment journey began with real estate, where we experienced firsthand the power of building wealth through strategic property acquisitions. As we expanded into other investment opportunities, we realized the importance of combining intentional planning with diversified income streams to achieve long-term financial security. This journey inspired us to create Axiom Wealth Solutions—a boutique financial planning firm dedicated to empowering individuals and families to align their wealth with their values and aspirations.

Based in Phoenix, we are a family of five navigating the joys and challenges of life with our three young children. We understand the importance of balancing financial goals with living a fulfilling life today, and we are committed to guiding our clients on their own unique financial journeys with clarity, confidence, and purpose.

Mike Bargetto

“I work to make such a profound difference in my clients' financial lives that their success with money spills over into every corner of their life.”

  • Spent 15 years as a firefighter for the State of California

  • Built a portfolio of residential and multifamily real estate

  • Launched a successful house-flipping business

  • Established a private lending company, providing capital to real estate investors

  • Co-founded Axiom Wealth Solutions to bring strategic clarity to families seeking financial stability and alignment

  • Holds a degree in Organizational Leadership and is licensed as an investment adviser through the Series 65

  • Enjoys time outdoors—skiing, hiking, cycling—and recently completed the 170-mile Tahoe Rim Trail

Katie Bargetto

"My goal is to create an exceptional client experience—assuring our clients that we are always in their corner, guiding them every step of the way."

  • Spent 13 years in program management roles at Boeing and Driscoll’s, overseeing complex initiatives across aerospace and agriculture

  • Built the systems and operations that supported the successful launch and growth of three businesses across financial services and real estate

  • Holds a degree in Supply Chain Management and an MBA from Arizona State University

  • Currently serves on the Board of Directors for Ballet Arizona and Liberty Leadership Academy

  • Passionate about the performing arts, with a lifelong love for ballet and salsa dancing