Jane
Mcauliffe
Axis Wealth Partners, LLC
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About this Advisor
Jane Mcauliffe is a financial advisor based in East Greenwich, Rhode Island, working with Axis Wealth Partners, LLC. Jane has previously held positions at Axis Advisors LLC, Forbes Financial Planning Inc, Forbes Financial Planning, Inc, and The Shuster Group. Jane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Jane is part of Axis Wealth Partners, LLC, which operates out of East Greenwich, Rhode Island. The firm has 2 offices and 9 employees. The firm manages assets totaling $242.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Axis Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Axis Wealth Partners, LLC Brokerage Details
$242,084,505
9
1,479
$163,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jane Mcauliffe Work History
Axis Advisors LLC
Forbes Financial Planning Inc
Forbes Financial Planning, Inc
The Shuster Group
Disclosures
Please visit the SEC profile of Jane Mcauliffe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Axis Wealth Partners, LLC
East Providence, RI
East Greenwich, RI
East Providence, RI
East Providence, RI
East Providence, RI
East Providence, RI
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