As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
What We Do
Comprehensive is more than just a word. It defines the holistic approach that we take in our business.
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.
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.
Joshua Pacheco excels in his role as a Financial Advisor. He strives to not only understand your financial situation, but to understand you as a person. Recognizing that each individual has different circumstances, he partners with you to create a financial plan that fits your specific needs. Joshua is committed to constructing long-lasting relationships with his clients. He provides a customized plan for each person he works with and lays out beneficial long-term plans.
Joshua graduated Magna Cum Laude from the University of Massachusetts-Dartmouth with a Bachelors of Science degree in Finance. He then earned his Master of Liberal Arts degree in Management from Harvard University Extension School. He is fluent in Portuguese and Spanish, and has also completed the training necessary to become an FAA licensed private pilot.
Joshua's passion for helping people shines through in areas outside of his career. While in school, he volunteered as a mentor and coach to students starting their own businesses. He worked with them to create solid, sustainable business plans. He also gathered items to send to the victims of hurricane Katrina. Today, Joshua continues to help people outside of his commitment to care for his clients. He is actively involved in volunteer work both locally and abroad, and is always open to new opportunities to serve his community.
In order to improve his level of service, as well as his leadership and teamwork skills, Joshua is always cultivating his craft. He continues to learn so that he can continue to provide his clients with the best service in financial planning.
Joshua is an Investment Advisor Representative of Axis Advisors, LLC and his office is located at 909 State Road, Westport, MA 02790. Joshua is also a Registered Representative of Innovation Partners, LLC.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
Axis Advisors, LLC is a Registered Investment Adviser. Fixed insurance products through our affiliated company, Axis Risk Management, LLC. Securities offered through Innovation Partners LLC, Member FINRA/SIPC. Axis Advisors, LLC and Innovation Partners, LLC are independent and unaffiliated companies.