Sean Durkin, CRPC™, MBA
Partner | Senior Financial Advisor
E-mail:
Phone:
Address:
400 Massasoit Avenue, Suite 112
East Providence, RI, 02914
As a seasoned Financial Advisor, my goal is to help you simplify your financial life by developing strategies that address your objectives, needs, and challenges at any stage of life.
Together, we’ll thoroughly assess your unique situation and goals, addressing key areas that impact your overall financial plan, including cash reserves, insurance, investments, and estate planning. Our relationship is ongoing, with regular check-ins to review your progress.
I take great satisfaction in helping long-term clients retire confidently, knowing exactly how much income they’ll have and where it’s coming from.
My family and I enjoy time outdoors. In the summer, you can find us on the ocean on Cape Cod; in the winter we spend time in the North Conway region of the White Mountains. Giving back is important to me. I’m a proud supporter of the Dana Farber Cancer Institute and the Yellow Horse Equine Therapeutic Program in Ashaway, RI.
My favorite saying is, “In the short run, the markets go up and the markets go down. But in the long run, the markets always go up”.
Axis Wealth Partners
My Specialities
Investment Management & Planning
Developing personalized strategies that align with your risk tolerance, time frame, and tax-efficiency goals
Retirement Planning & Income Strategies
Focusing on maximizing your retirement income resources to preserve your wealth and help you meet your goals
Tax Reduction & Planning Strategies
Creating strategies focused on minimizing tax liabilities, maximizing savings, and helping ensure your long-term financial security
Estate Planning
Helping ensure your estate transfer strategies align with your needs, your assets are protected, and your wealth is efficiently transferred to loved ones