Axis Wealth Partners

0 +
Combined years in the business
$ 0 k
Given Back to the Community
$ 0 M+
Assets Under Management*

*As of 2/28/2022

YOU DESERVE YOUR OWN FINANCIAL LEGACY

At Axis Wealth Partners, our commitment to you is guided by our expertise and personal experiences. We provide caring, comprehensive advice to individuals and families interested in building and preserving their wealth. Regardless of which stage of transition in life you may be living, we believe sound, transparent financial advice begins with empathy and understanding. We know the value and power of our advice because we live it.

 

YOUR FULL SERVICE FIRM

We follow a comprehensive financial planning process that involves more than just numbers on a page. It’s a dynamic life plan built around you, focused on the here and now, tomorrow, and the legacy you wish to leave. We use a three-step approach to make sure your plan covers all the most important areas of your life:

 

PREPARE

We work together to identify where you are financially today and where you’d like to be in the future.

BUILD

Based on goals and needs, comfort with risk, and time horizion, we create a custom long-term plan. Then we develop a portfolio to help power your plan for years to come

PRESERVE

You've worked hard to get where you are today - we make sure you and your loved ones are protected from the unexpected.

OUR PARTNERS

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AxisActs is the firm’s philanthropic initiative program. Every year, we dedicate 1% of our gross revenues to supporting grassroots organizations that make positive and sustainable social impacts our community and the world a better place.

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East Providence, RI

  • 197 Warren Avenue, Suite 203,
    East Providence, RI, 02914
  • (401) 441-5111

Westport, MA

  • 909 State Road,
    Westport, MA 02790
  • (508) 444-0581

East Greenwich, RI

  • 670 Main Street, Suite C-4
    East Greenwich, RI 02818
  • (401) 388-0911