Axis Wealth Partners

Planning for the future

For many of our clients, family is everything.  You’ve worked hard to create a comfortable life, and you want to protect what you’ve achieved, including protecting against the unexpected. 

But you also want to continue to grow what you’ve earned so you can enjoy a comfortable retirement and leave a legacy for your loved ones.

As a firm focused on helping other families, we have walked in your shoes and understand the challenges and opportunities you face. We will be your advisors, guides, and partners throughout the milestones of your life.

Starting Out

There is so much to focus on when you are starting out – beginning your career, marriage, college loans, buying a house, starting a family… While you focus on making the most of your life now, you also have to plan for the long-term. We can help you with:

Mid-Career

As your career develops and your family continues to grow, it doesn’t matter how comfortable you are financially—you still wonder what’s next.

In Retirement

No matter if you are near or even in retirement, it is never too late to create a better long-term plan. We have decades of experience helping people plan for—and enjoy—a more secure and confident retirement, including:

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