Our Services
What Makes Us Different
Our team of in-house specialists and partners work as one team with the goal of helping our clients through all facets of their lives, in conjunction with achieving their goals.
Ways in which we can better serve you:
- In-house Investment Portfolio Management Team.
- Three different locations along eastern Massachusetts.
- Collaboration with your personal attorneys, consultants, and other trusted professionals.
- Cyber safety and security through encrypted uploads, downloads, and fraud preventable practices.
- Tax Planning for your unique situation.
- Help with your current employer retirement plan investment choices.
- Continuous training and certifications throughout all positions and offices.
We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser-broker/dealer that helps independent advisors like us serve their clients.
Independent, just like us
Commonwealth was founded on independence and is committed to act in the best interests of its financial advisors and their clients. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.
J.D. Power ranks Commonwealth Financial Network® “#1 in Independent Advisor Satisfaction Among Financial Investment Firms 12 Times in a Row.”*
*Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012–2014, and 2018–2025 U.S. Financial Advisor Satisfaction Studies. Presented on July 16, 2025, for December 2024 to April of 2025, it is based on responses from 3,698 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
How Commonwealth helps us help you
Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. It’s that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for us to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
- Choice. Through Commonwealth, we have access to robust, independent market research, financial planning expertise, and a wide universe of investment options—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans.
- Service. The firm’s 2:1 advisor-to-staff ratio (as of 12/31/24) means staff members answer our calls promptly, execute transactions quickly and accurately, and, in general, offer us the same highly personalized treatment we strive to give you.
- Technology. Commonwealth’s technology platform is a critical component in our ability to keep you on track with your financial goals. Its integrated web-based systems allow us to more efficiently manage your portfolio and your overall financial life.
- Security. Commonwealth is committed to safeguarding. From encryption standards to disaster recovery plans and other measures the firm employs, we are confident that the information our clients entrust us with will remain secure.
If you’d like to know more
We’d be glad to talk with you further or answer any questions you may have about our affiliation with Commonwealth. Just ask!
Industry Expertise
- 11 Certified Financial Planners CFP ®
- 6 Accredited Investment Fiduciary’s AIF ®
- 2 Chartered Financial Consultants ChFC ®
- 2 Certified in Long Term Care CLTC ®
Plus, specialists in individual fields:
- Certified Divorce Financial Analyst CDFA ®
- Financial Paraplanner Qualified Professional FPQP™
- Certified College Funding Specialist CCFS ™
- Certified Retirement Counselor CRC ®
- Chartered Life Underwriter CLU ®
- National Social Security Advisor NSSA ®
Why do these prestigious designations matter?
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- The Axial team has committed their careers to educating themselves on industry-standard practices in the art of financial planning, investment management, and regulatory compliance.
- Many certifications hold designees to high ethical and professional standards, including acting in their clients’ best interest, fiduciary principles and maintaining transparency and disclosure regarding conflicts of interest.
- In addition, these designations require our advisors to take continuing education classes to ensure Axial stays current on industry changes and updated regulations.
Comprehensive Planning For Your Wealth Management
Services
We help you understand the financial challenges and decisions you face, evaluate your options, and implement sound solutions across all stages of life—whether you’re just starting your financial journey, or you are living in retirement.
Saving & Asset Accumulation
We work hard to help you grow your assets and investments.
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Risk Management
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Taxation
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Business Planning
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Retirement Planning
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Estate Planning
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Investment Management
Prudent investment planning helps you grow and accumulate wealth for your future.
Contact Us Today
We’d be happy to set up a free consultation with one of our trusted advisors to discuss your financial future.