You are now leaving Axis Wealth Partners website and will be entering the Charles Schwab & Co., Inc. (“Schwab”), Fidelity Investments (Fidelity), RightCapital, Inc, and/or Advyzon websites.
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.
You are now leaving Axis Wealth Partners website and will be entering the Charles Schwab & Co., Inc. (“Schwab”), Fidelity Investments (Fidelity), RightCapital, Inc, and/or Advyzon websites.
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.
About Us
Working with Axis Wealth Partners
Our experiences shape the advice and guidance we provide our clients. Many of us have walked in your shoes and learned how to navigate some of life’s most important moments and transitions. We understand the importance of sound planning and wise investing, having experienced their transformative power in our own lives.
As your Advisors, our goal is for you to enjoy your life, while we focus on making your long-term financial goals and your legacy a reality. We’ll be with you every step of the way, helping you plan your future, stay on track, and filter out distractions.
What We Do
Providing Comprehensive Financial Planning
The approach we take when creating your financial plan is informed by decades of research, data, and best practices, including behavioral finance and cutting-edge retirement income strategies. Our aim is to empower you to confidently achieve your long-term goals.
Utilizing Evidence-Based Solutions
Instead of relying on speculation and guesswork, our Evidence-Based approach to investing is grounded in extensive data and academic research—including the insights of 12 Nobel laureates. The client portfolios we build utilize an exclusive blend of top institutional money managers for strategic global diversification.
Serving as Your Fee-Based Fiduciary
As fiduciaries, we’re legally and ethically bound to always act in your best interests. Fiduciary responsibility is fundamental to our advice. Our fee-based model ensures our success is tied to your portfolio’s long-term growth, which means we prosper as you prosper.
Helping You Navigate Life’s Transitions
Life is full of changes, some with significant financial impact. Whether you’re starting a new career, contemplating retirement, getting married, or facing divorce, our guidance and perspective can help you make informed financial decisions and stay on course.
Minimizing Taxes
We understand how taxes can significantly affect your wealth, which is why we integrate tax planning and efficient strategies into our process. The goal is to help you retain more of what you earn.
Protecting Your Legacy
Key documents like wills, directives, and trusts are crucial for safeguarding your loved ones and preserving your legacy. Our comprehensive approach not only helps establish your legacy but also ensures its security.
Discover Our Process
Prepare
Build
Preserve
Meet Our Team
At Axis Wealth Partners, we understand that each family has unique challenges, objectives, and opportunities. Your family deserves a customized financial strategy and plan tailored to your career, life path, goals, and needs. You also need a dedicated, experienced team to guide you from where you are today to where you want to be in the future.
Daniel Da Ponte, AIF®
Founder, Managing Principal, Senior Financial Advisor
Michael Leonardo, CFS®
Partner, Senior Financial Advisor
Marc Bastien, CFP®, EA
Financial Advisor