Axis Wealth Partners

Client Access

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Schwab is a registered broker-dealer, and is not affiliated with Axis Wealth Partners or any advisors whose names appear on this website. Axis Wealth Partners is independently owned and operated. Regardless of any referral or recommendation, Fidelity and Schwab do not endorse or recommend the investment strategy of any advisor. Fidelity and Schwab have agreements with Axis Wealth Partners under which Fidelity and Schwab provide Axis Wealth Partners with services related to your account. Fidelity and Schwab do not review the Axis Wealth Partners website, and makes no representation regarding information contained in the Axis Wealth Partners website, which should not be considered to be either a recommendation by Fidelity or Schwab or a solicitation of any offer to purchase or sell any securities.

Axis Wealth Partners

Solving Your Unique Needs

Successful families, small business owners, and those going through major life transitions have specific financial needs. Axis Wealth Partners understands those unique needs and provides comprehensive financial planning to help you build a legacy and achieve your long-term financial goals.

100+
Combined Years of Experience
$73k+
Given Back to the Community
$300M+
AUM + AUA (as of 02/27/25)
500+
Clients Served

ABOUT US

Building Your Financial Legacy

Axis Wealth Partners is committed to providing compassionate, comprehensive guidance to individuals and families seeking to build and preserve their wealth.

Regardless of where you are in your life, we believe empathetic understanding—grounded in expertise and personal experience—is key to helping you get to where you want to be.

You’ve worked hard to build your wealth—let us help you build your legacy.

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OUR PROCESS

Planning for Today—and Well Into the Future

Our comprehensive financial planning process involves more than just numbers on a page. It’s a dynamic life plan built around your needs—focused on today, tomorrow, and the legacy you wish to leave.

Using a three-step approach, we ensure your plan covers the most important areas of your life.

  • Prepare

    Working together, we’ll identify where you are financially today and where you’d like to be in the future.

  • Build

    Based on your goals and needs, comfort with risk, and time horizon, we’ll create a custom long-term plan. Then we’ll develop a portfolio to help power your plan for the future.

  • Preserve

    You’ve worked hard to get where you are today—we’ll work hard to help ensure you and your loved ones are protected from the unexpected.

OUR CLIENTS

Working With You

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Successful Families

We’ve shared many of your experiences and understand your unique challenges and opportunities. With our dedication to supporting families, we’re committed to being your trusted advisors, guides, and partners throughout life’s significant milestones.

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Lives in Transition

If you’re undergoing a major life transition, we can help you establish a clear path forward and navigate those life changes with expert care. We’ll focus on addressing your concerns and emotions while providing clear planning.

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Small Business Owners

As business owners, we understand that commitment, vision, and passion drive success. We support businesses locally and nationally, integrating personal and business planning for investing, cash management, benefits, consulting, and retirement planning.

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Axis Acts

Giving Back to Our Community

AxisActs is an opportunity for our firm—and our clients—to give back to the community. Every year, we dedicate 1% of our gross revenues to support local grassroots organizations working to make a positive and sustainable social impact in our community.

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Donated to Local Charities
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Organizations Helped
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Axis Wealth Partners
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