You are now leaving Axis Wealth Partners website and will be entering the Charles Schwab & Co., Inc. (“Schwab”), Fidelity Investments (Fidelity), RightCapital, Inc, and/or Advyzon websites.
Schwab is a registered broker-dealer, and is not affiliated with Axis Wealth Partners or any advisors whose names appear on this website. Axis Wealth Partners is independently owned and operated. Regardless of any referral or recommendation, Fidelity and Schwab do not endorse or recommend the investment strategy of any advisor. Fidelity and Schwab have agreements with Axis Wealth Partners under which Fidelity and Schwab provide Axis Wealth Partners with services related to your account. Fidelity and Schwab do not review the Axis Wealth Partners website, and makes no representation regarding information contained in the Axis Wealth Partners website, which should not be considered to be either a recommendation by Fidelity or Schwab or a solicitation of any offer to purchase or sell any securities.
You are now leaving Axis Wealth Partners website and will be entering the Charles Schwab & Co., Inc. (“Schwab”), Fidelity Investments (Fidelity), RightCapital, Inc, and/or Advyzon websites.
Schwab is a registered broker-dealer, and is not affiliated with Axis Wealth Partners or any advisors whose names appear on this website. Axis Wealth Partners is independently owned and operated. Regardless of any referral or recommendation, Fidelity and Schwab do not endorse or recommend the investment strategy of any advisor. Fidelity and Schwab have agreements with Axis Wealth Partners under which Fidelity and Schwab provide Axis Wealth Partners with services related to your account. Fidelity and Schwab do not review the Axis Wealth Partners website, and makes no representation regarding information contained in the Axis Wealth Partners website, which should not be considered to be either a recommendation by Fidelity or Schwab or a solicitation of any offer to purchase or sell any securities.
Small Business Owners
Financial Planning to Help Your Business Succeed
Commitment, vision, and passion are key traits of every successful small business owner—we understand, because we, too, are small business owners.
Axis Wealth Partners provides a range of services for local, regional, and national businesses including investing, cash management, and benefits. We help small business owners integrate their business and personal planning for efficient tax and retirement outcomes.
Whether your business is focused on growth or developing a succession plan, we’re dedicated to helping you succeed.
Our expertise and experience include:
Business Structuring
Creating the most effective structure for your business.
Cash and Investment Management
Managing your business’s cash flow and investments for optimal growth.
Business Protection
Working to protect the assets of the business and handle potential liabilities.
Employee Benefits
Helping you design and implement comprehensive employee benefit programs.
Retirement Plans
Implementing the right retirement plans (e.g., 401(k)s, pension plans, and Simple IRAs).
Lending and Financing Consultation
Consulting on lending and financing options and connecting you with providers.
Sale of Business
Facilitating and consulting on the sale of your business or acquisitions.
Tax Optimization
Ensuring you aren’t overpaying taxes through tax optimization.