Axis Wealth Partners, LLC
Company

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
Industry
Financial Services
Employees
9
Founded
2013
NAICS
Finance and Insurance
Monetary 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 Contact
Daniel Da Ponte, Aif® Senior Financial Advisor - Founder
View
Jim Pinheiro Financial Advisor - Benefits Broker
Email
Marc Bastien, Ea, Cfp® Certified Financial Planner® Pro
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile

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