Jane McAuliffe, CDFA®
Partner | Senior Financial Advisor
E-mail:
Phone:
Address:
670 Main Street, Suite C-4
East Greenwich, RI, 02818
Jane provides divorce planning and mediation through Collaborative Divorce Strategies. Axis Wealth Partners, LLC and Collaborative Divorce Strategies are independent and unrelated entities.
My goal is to provide objective guidance to individuals, families, and business owners who need comprehensive financial planning and ongoing investment advice. Working together, we focus is on goal and risk planning, cash flow analysis, establishing lifestyle budgets, and structuring cost-effective portfolios to help clients achieve their financial goals.
By providing unbiased guidance, I hope to help clients navigate major life transitions—such as divorce or loss of a spouse or parent—enabling them to save effectively, manage investments wisely, and make informed financial decisions.
I’ve been working in the financial services industry since 1998 and currently hold a Series 65 Investment Advisor Representative license.
In addition to my work with Axis Wealth Partners, I am President of Collaborative Divorce Strategies, a Divorce Financial Planning and Mediation firm.
Outside the office, I regularly host continuing education workshops at the RI Bar Association and other organizations, providing relevant, accessible, and sensible financial advice.
Axis Wealth Partners
My Specialities
Comprehensive Financial Planning
Helping you create a holistic financial roadmap that aligns with your goals and values
Investment Management & Guidance
Creating tailored investment strategies to help you grow and protect your wealth
Budgeting and Cash Flow Analysis
Working together, we’ll ensure you have a clear understanding of your financial inflows and outflows to help you manage your resources effectively
Divorce Planning
Helping individuals and couples negotiate equitable settlements and plan for long-term success during divorce