Axis Wealth Partners

The Axis Advisor Advantage

Whether you are an financial advisor at a wirehouse or broker dealer, looking to go out on your own or you have a well-established firm and are seeking greater scale and growth or a succession plan, Axis Advisors can help.

For almost two decades, our turnkey advisory platform has enabled independent advisors to grow and deliver a better client experience. From admin support to technology to compliance to a collaborative and collegial environment, we combine all the support you would expect from a broker dealer with a boutique approach AND a higher payout.

Daniel Da Ponte founded Axis Advisors, LLC after spending the early part of his career at a wire house and then an independent broker/dealer. He believed that investors—and their financial advisors–deserved more than either model could deliver. They needed a partner that would provide unbiased advice, independent, research-driven investment management, and state-of-the-art financial planning software and technology.

Benefits of Joining Axis Wealth Partners

Greater revenue payouts

Turnkey advisory platform

Comprehensive compliance

Practice development and marketing support

Practice transition support and administration

Competitive errors and omissions insurance coverage

Institutional custodians Charles Schwab & Co., Fidelity Investments and independent investment managers

State-of-the-art financial planning, CRM and portfolio accounting software

Don’t just take our word for it…

“Joining Axis has made an incredible difference in my professional life. Because of the support I receive, the team approach, and the wealth of resources, I can spend more time doing what I enjoy most - helping my clients.”
Michael Leonardo, CFS®
Partner, Financial Advisor

Ready to chat to learn how we can partner with you to grow your book of business with Axis Wealth Partners? 

Ready to get started?

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

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