Axis Wealth Partners, LLC
Financial Services
197 Warren Avenue
9 employees
- Employees
- 9
- Contacts
- 2
- Emails
- 2
Axis Wealth Partners, LLC Overview
- Headquarters
- 197 Warren Avenue
- Website
- www.axiswealthpartners.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2013
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Axis Wealth Partners, LLC
At Axis Wealth Partners, our commitment to you is guided by our expertise and personal experiences. We provide caring, comprehensive advice to individuals and families interested in building and preserving their wealth. Regardless of which stage of transition in life you may be living, we believe sound, transparent financial advice begins with empathy and understanding. We know the value and power of our advice because we live it. Axis Wealth Partners pledges 1% of gross revenues to support grassroots non-profit organizations committed to efforts for a more sustainable, responsible and impactful society. Axis also provides a turnkey practice solution for financial advisors and planners wanting to operate an independent fiduciary practice but don't want to start their own RIA. For more information, please visit https://axiswp.com/for-advisors/. Inquiries are strictly confidential.
Axis Wealth Partners, LLC Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
Axis Wealth Partners, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Daniel Da Ponte, Aif® | Senior Financial Advisor - Founder | East Providence, Rhode Island, United States |
View
|
| Jim Pinheiro | Financial Advisor - Benefits Broker | Providence, Rhode Island, United States |
Email
|
| Marc Bastien, Ea, Cfp® | Certified Financial Planner® Pro | Providence County, Rhode Island, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
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