Axis Wealth Partners

Navigating Life's Transitions

Life is change, and some of these changes—whether they are planned or unplanned—can have significant financial impact. 

Most of us will face at least one or two major life events–from starting a new career to getting married or losing a spouse or partner to divorce.

Life transitions like these aren’t always easy to navigate. They can affect our behavior towards money and our financial future, creating uncertainty, even worry and stress.

At Axis Wealth Partners, we focus on helping you establish a clear path forward through these transitions, addressing your concerns and emotions with caring expertise and planning.

This is not theoretical or second hand for us. Our team has lived through these major transitions, and our experience shapes and guides our advice.

How We Can Help

Major life transitions bring with them any number of challenging questions. We can help you navigate through them all – including: 

We help you secure your new financial future with perspective and planning.  We will work closely together to understand where you are now, what your options are, and what the next chapter of your life could look like.

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