Axis Wealth Partners, LLC

Axis Wealth Partners, LLC Axis Wealth Partners LLC is a fee-only registered investment adviser specializing in wealth and life planning for individuals and successful families

Axis Wealth Partners, LLC (“Axis”) is a registered investment adviser registered with the Securities and Exchange Commission offering advisory services. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unl

ess otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Axis in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Axis, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

For students and families beginning the college planning process, there are important questions to consider, including t...
05/29/2026

For students and families beginning the college planning process, there are important questions to consider, including tuition and student loans, the “return” investment on a student’s career path, and the possibility of merit aid or tax credits.

College fairs and campus visits are a helpful first step, but meeting with a financial advisor to determine the best steps for you and your family will give you a holistic guide focused on you. Read our latest blog post to learn more: https://axiswp.com/big-decisions-and-consequences-how-to-approach-the-best-college-fit/

On this Memorial Day, we pause to remember and honor our fallen heroes and the loved ones they left behind. Freedom is n...
05/25/2026

On this Memorial Day, we pause to remember and honor our fallen heroes and the loved ones they left behind. Freedom is not free — and only as long as we remain home of the brave will we remain home of the free.

We were honored to attend this year’s YMCA Heroes Celebration. We extend our sincere congratulations to the award recipi...
05/12/2026

We were honored to attend this year’s YMCA Heroes Celebration. We extend our sincere congratulations to the award recipients recognized today and thank the YMCA of Greater Providence for hosting such an inspiring event.

Through our AxisActs! charitable initiative, we are proud to continue our support of the YMCA of Greater Providence and remain grateful for their commitment to our community.

We are pleased to share the release of our latest blog post, "Big Decisions and Consequences: How to Approach the Best C...
05/08/2026

We are pleased to share the release of our latest blog post, "Big Decisions and Consequences: How to Approach the Best College Fit":

When students and families begin the process of exploring higher education options, life feels like it gets overwhelming pretty quickly.

We recently had the opportunity to celebrate the Blackstone Valley Co-op Boys ice-hockey team by joining them, Boston Br...
05/05/2026

We recently had the opportunity to celebrate the Blackstone Valley Co-op Boys ice-hockey team by joining them, Boston Bruins legend Patrice Bergeron, and The NHL Stanley Cup!

The BVS team lived a hockey season of tragedy and triumph. After living through unimaginable pain and loss, they went on to win the Rhode Island Division II boys ice-hockey championship in quadruple overtime. Through their determination, humility, and grace, they showed Rhode Island, our country, and the world the true meaning of being a team, a hockey family, and being there for one another.

Through our AxisActs! charitable initiative, Axis Wealth Partners, LLC donated the team's jerseys worn this season so that players and their families can keep them as a memory of their success. On behalf of our clients, partners, and staff, we'd like to extend our sincere thanks to Coach Chris Librizzi and his coaching staff, the players, their families,and the member schools and districts for their commitment and support of these student athletes.

Thank you for being such an example of resilience, community, and love.

We'd like to wish our Manager of Operations and Client Services, Sabrina Pacifico a very Happy Birthday! We couldn't do ...
04/14/2026

We'd like to wish our Manager of Operations and Client Services, Sabrina Pacifico a very Happy Birthday! We couldn't do what we do without you. Wishing you the best birthday ever on behalf of all of us at Axis Wealth Partners!

Meet the team! Marc Bastien is a Financial Advisor and Certified Financial Planner® dedicated to helping people make sma...
04/10/2026

Meet the team!

Marc Bastien is a Financial Advisor and Certified Financial Planner® dedicated to helping people make smart financial choices. By combining tax expertise with financial planning, he creates tax-efficient retirement strategies to help clients enjoy the future they've worked hard for.

Learn more about Marc and book a meeting with him https://axiswp.com/marc.

Are you prepared for the unexpected? With wills, trusts, and proper guidance, you can help safeguard your family, manage...
04/07/2026

Are you prepared for the unexpected?
With wills, trusts, and proper guidance, you can help safeguard your family, manage your assets, and ensure your intentions are honored.
Contact us today to get started on your estate plan

Wishing a Happy Easter to our clients and friends who celebrate!
04/05/2026

Wishing a Happy Easter to our clients and friends who celebrate!

Meet the team!Financial Advisor and Certified Financial Planner® Matthew Sweet helps clients navigate their financial jo...
04/02/2026

Meet the team!

Financial Advisor and Certified Financial Planner® Matthew Sweet helps clients navigate their financial journeys with confidence. He uses his tax planning, estate planning and wealth management expertise to help make complex financial decisions easier for clients.

Learn more about Matt and book a meeting with him https://axiswp.com/matthew.

Address

400 Massasoit Avenue, Suite 112
East Providence, RI
02914

Alerts

Be the first to know and let us send you an email when Axis Wealth Partners, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Axis Wealth Partners, LLC:

Share