Axis Wealth Partners

Our Team

No two people - or Families - are the same.

That’s why you deserve your own custom financial strategy and plan - built around your career, life path, goals and needs. And you need a committed, experienced team of financial professionals who can help you navigate successfully from where you are today to where you want to be in the future.

Daniel Da Ponte, AIF®

Founder | Managing Principal | Senior Financial Advisor

Jane McAuliffe, CDFA®

Partner | Senior Financial Advisor

Michael Leonardo, CFS®

Partner | Senior Financial Advisor

Sean Durkin, CRPC™, MBA

Partner | Senior Financial Advisor

Joshua Pacheco

Financial Advisor

James Pinheiro

Financial Advisor

Sabrina Brum

Manager | Client Services + Operations

Deborah Ramos

Executive Assistant

be part of our success. join Axis Wealth Partners today.

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