Matthew William Sweet

Employer firm

Axis Wealth Partners, LLC CRD 167122

$377M regulatory AUM 20 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Axis Wealth Partners, Llc

400 Massasoit Avenue Suite 112, East Providence, RI 02914 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-01-31
CT	RA	APPROVED	2025-01-17
RI	RA	APPROVED	2025-01-17

MA RA
APPROVED

Since 2025-01-31
CT RA
APPROVED

Since 2025-01-17
RI RA
APPROVED

Since 2025-01-17

Branch Locations

100 Main St #104, Whitinsville, MA 01588 • United States

Sterling, CT • United States

400 Massasoit Avenue Suite 112, East Providence, RI 02914 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Randall Financial Group, Llc	Providence	RI	08/2008	01/2025
Axis Wealth Partners, Llc	East Providence	RI	01/2025	Present
Good Counsel Tax Service Inc.	Whitinsville	MA	05/2010	Present

08/2008 → 01/2025

Randall Financial Group, Llc

Providence, RI
01/2025 → Present

Axis Wealth Partners, Llc

East Providence, RI
05/2010 → Present

Good Counsel Tax Service Inc.

Whitinsville, MA

Previous Registrations

2008-08-15 → 2025-01-16

Ncu Investment Solutions

Providence, RI

Other Businesses

1. GOOD COUNSEL TAX SERVICE, INC. Started 5/2010; Whitinsville, MA; Not Investment Related; TAX PREPARER, INCOME TAXPREPARATION 2. Heritage Park Farm; started in 10/2021; not investment related; Sterling, CT; Raise livestock, including cattle. 40 hours a month, during non security hours.