Advisor at Axis Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Matthew Sweet is a CFP® professional with 17 years of industry experience. He is currently with Axis Wealth Partners, LLC and has prior experience at Randall Financial Group, LLC. Outside of his advisory work, he is involved in raising livestock at Heritage Park Farm in Sterling, CT. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.
Based on Axis Wealth Partners, LLC
Based on Axis Wealth Partners, LLC
Based on Axis Wealth Partners, LLC
Financial planning fixed fees from $250 to $2,500; Business consulting fixed fees from $250 to $2,500
$0 - $500,000: Up to 1.50% $500,000 - $1,000,000: Up to 1.25% $1,000,000 - $5,000,000: Up to 1.00% $5,000,000+: Up to 0.75%
$150/hour for business consulting and financial planning
Fee-only: Financial planning fixed fees from $250 to $2,500; Business consulting fixed fees from $250 to $2,500; Hourly fees $150/hour for business consulting and financial planning
Sterling, CT
Connecticut · Massachusetts · Rhode Island
AXIS Wealth Partners, LLC
2025 - Present (1 year)
Good Counsel Tax Service Inc.
2010 - Present (16 years)
Randall Financial Group, Llc
2008 - 2025 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Hampton, CT
Troika Investment Advisors, LLC
CFP®, Series 66
Plainfield, CT
FCIG Wealth Management, LLC
Series 65
Plainfield, CT
FCIG Wealth Management, LLC
Series 65
Plainfield, CT
FCIG Wealth Management, LLC
Series 63, Series 66
Plainfield, CT
FCIG Wealth Management, LLC
CFP®, Series 66
Greenville, Ri 02828, RI
Kintra Wealth, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
