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.
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4 contacts with verified email or phone · masked until revealed.
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Marc Bastien
Financial Advisor · Finance & Accounting
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Sean P. Durkin
Senior Financial Advisor Partner · Finance & Accounting
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Jim Pinheiro
Financial Advisor · Finance & Accounting
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Top roles at Axis Wealth Partners, Llc
3 distinct titles indexed · top 3 shown.
- 2financial advisor
- 1executive assistant
- 1senior financial advisor partner
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