Joshua Pacheco
Financial Advisor
E-mail:
Phone:
Address:
909 State Road, Unit E
Westport, MA, 02790
As a Financial Advisor, my goal is to understand both your financial situation—and you as an individual. Recognizing that each person has unique circumstances, I partner with you to develop a tailored financial plan. I’m dedicated to building lasting relationships and creating customized strategies for long-term success.
My interest in helping others achieve financial stability solidified while studying Finance at the University of Massachusetts. I volunteered as a mentor and coach to students starting their own businesses and worked with them to create solid, sustainable business plans.
My service to others extends beyond business. After Hurricane Katrina, I organized donations for victims and continue to volunteer locally and abroad, always seeking new opportunities to serve my community.
I’m committed to learning and refining my craft—especially when it helps enhance the experience I offer clients.
Axis Wealth Partners
My Specialities
Financial Planning
You’ll be guided on a holistic journey requiring an investment of time in yourself and the legacy you wish to leave
Investment Management
With our open architecture, you’ll have access to institutional-level investment management, research, trading services, and dedicated professionals
Retirement Planning
You’ve worked hard to get to here. We’ll partner with you to help ensure your wealth is preserved and you’re on track to achieve your retirement planning goals
Estate & Succession Planning
Working together, we’ll create estate transfer strategies that fulfill your wishes and addressing challenges, such as taxation and family disagreements
Business Planning
We’ll collaborate to assess your business and liability risks, investments, opportunities, employee benefits and retirement planning needs.
Insurance Planning
After assessing your risks, we’ll develop strategies to manage and mitigate them, so you’re better prepared for unexpected events like illness or natural disasters