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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.
I’m incredibly grateful for all the opportunities I’ve enjoyed in life. My parents worked hard to send me to college. When I was 20, I was elected to the Rhode Island Senate. After two decades in office, as I was preparing for life after politics, I wanted to find a way to keep giving back and have a positive and sustained impact on society.
One day, I was having lunch with my friend, Steve Rosa, President and CEO of (add) ventures, a successful branding and communications firm headquartered in East Providence, RI. I shared my thoughts about philanthropic giving, and he shared his experience and insight. By the end of the lunch, AxisActs was born.
AxisActs is our firm’s philanthropic program. Every year, we dedicate 1% of our gross revenues to support grassroots organizations that make positive and sustainable social impacts in our community and the world at large. Our clients and financial advisors know that 1% of the fees for our services are being donated in their name to support organizations in the communities where they live, work, and raise their families.
Since AxisActs was founded, we’ve donated more than $48,000 to organizations that make an incredible difference in the lives of so many—some of their names are listed below.
Axis Wealth Partners is committed to doing well by doing good and providing care, comfort, and opportunity in our community.
All the best,
Daniel Da Ponte, AIF®
Managing Principal | Senior Financial Advisor
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