Axis Advisors, LLC

Axis Advisors, LLC is an independent fee-only registered investment advisor with offices in East Providence, RI and Westport, MA. Fee-only means that we are fiduciaries acting only in your best interests while providing financial planning and wealth management advice. We're centered around your life. Business Planning We work with our business clients to assess their business and liability risks, investments, opportunities, employee benefits and retirement planning needs. Estate and Succession Planning Whether by leaving assets to heirs or one’s most cherished organization, we work with our clients to develop an estate transfer strategy that ensures that wishes are met while factoring issues such as taxation, family disagreement and other challenges that may arise. Financial Planning Our holistic approach to financial planning will take you on a journey that will require you to make an investment of time in you and the legacy you wish to leave. What is our process? Insurance Planning Life can surprise us with unexpected events such as illness, death or an unexpected natural disaster. We work with our clients to assess their risks and develop strategies to manage and mitigate them. Investment Management Our firm's open architecture will provide you with access to institutional level investment management and products, research, trading services and professionals that will be your financial and life advisors. Retirement Planning You've worked hard to get to here. Our goal is to work with you to preserve your wealth and be your partner in helping you achieve your retirement planning goals.

Address: 197 Warren Avenue, Suite 203, East Providence, RI 02914 United States

Phone: +1 401 441 5111
FAX: +1 866 441 8095