Kurt Mogilnicki

Wealth Management Consultant

Kurt’s objective is to simplify and bring clarity to clients’ financial lives.  Kurt’s team is dedicated to synchronizing the financial affairs of a select number of families, retirees, corporate executives and business owners.

Kurt coordinates his efforts with clients’ outside advisors including attorneys, tax professionals and insurance experts.  Collaboration with outside advisors enables the team to tailor complementary strategies.  Kurt employs a holistic educational approach to help clients make better decisions about their financial affairs and achieve personally meaningful goals.  

Kurt brings over 20 years of diverse experience as a personal financial consultant, corporate management consultant and private investor / lender.  Prior to joining Axial, Kurt was a Financial Advisor with Merrill Lynch, a Vice President and Financial Consultant at Rockland Trust’s Private Client Investment Management Group, and Managing Director at Brooks, Berkley & Chase.

Kurt holds a B.A. from Wheaton College in Massachusetts and is a lifelong resident of Cape Cod where he attended Sandwich High School and Tabor Academy.  He is a member of the Estate Planning Council of Cape Cod and Philanthropy Partners of the Cape and Islands.  Kurt holds FINRA Series 7 and 66 registrations through Commonwealth Financial Network® and maintains Life and Health insurance licenses.

Kurt has a special love for Cape Cod and the ocean.  When not in the office, Kurt is happiest spending time on the water with family and friends.  Kurt is a resident of Barnstable Village with his wife Stacey and daughter Lilly.