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

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  2. About Us
  3. Our Philosophy

Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

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. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

About Us

  • Our Philosophy
  • Our Process

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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