Axis Wealth Partners

Log into your account or the Axis Wealth Portal by selecting the logo below

Secure File Upload

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 Morningstar 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.

East Providence, RI

  • 400 Massasoit Avenue, Suite 112  

    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

Financial Planning Portal

Performance Reporting