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Joshua Pacheco Financial Advisor & Planning in Westport, MA | Axis Advisors, LLC

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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Why Us?

We are your partner in designing a financial and wealth management plan with an unbiased and objective approach.

 

Our Philosophy

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.

 

Our Process

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.

 

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.

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Our Advisor

Take a moment to meet Joshua!

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Joshua S. Pacheco

Financial Advisor

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Joshua S. Pacheco

Phone: 508.444.0581

Mobile: 508.264.1519

Fax: 866.441.0754

Email: jpacheco@axiswp.com

   

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 Wealth Partners, LLC and his office is located at 909 State Road, Westport, MA 02790.  Joshua is also a Registered Representative of Innovation Partners, LLC.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (508) 444-0581
Fax:
Mobile: 508.264.1519

Email: jpacheco@axiswp.com

909 State Road Unit E , Westport, MA 02790

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Investment Advisory Services offered through Axis Wealth Partners, LLC. Securities offered through Innovation Partners LLC, Member FINRA/SIPC. Axis Wealth Partners, LLC and Innovation Partners, LLC are independent and unaffiliated companies.

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 unless 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 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. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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