The purpose of our firm is to deliver wealth management advice, investment management services, and capital allocation strategy to family offices, business owners, and high net worth clients. We focus on investment and wealth management solutions by approaching each client individually. We do not manage a one size fits all model portfolio for clients.
 
Instead, our clients receive sensible, effective advice, along with a firm commitment to collaborate with other professional advisers. We offer clients open architecture, with a full array of wealth management and investment advisory services. Our customized investment strategies offer investors a stand-alone solution to fulfill a specific objective. Whether you are looking for a tactical strategy that can help your portfolio dynamically adjust to changing market conditions or an equity income strategy that can deliver a fixed income approach to equity investing, we can construct, implement, and monitor the solution.
 
Our Approach: We combine internally managed strategies with rigorously-selected, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of investment strategies ranging from tactical to growth to income and preservation.

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Axxcess Wealth Management

Axxcess Wealth Management's headquarters in Carlsbad, United States

Michael Seid

Deron McCoy

Jon Brackmann

Shannon Case

The Investment Advisory Team at Axxcess Wealth Management is dedicated to providing personalized investment strategies tailored to the unique needs of high net worth clients. Comprising Wealth Managers, Senior Advisors, and Financial Advisors, the team collaborates closely with clients to craft, implement, and monitor customized solutions that address specific financial objectives, utilizing both internally managed strategies and carefully selected external investment vehicles. Their goal is to deliver effective wealth management advice that adapts to evolving market conditions and client aspirations.

Investment Advisory Team

The Leadership Team at Axxcess Wealth Management is responsible for setting the strategic vision and direction of the firm. Comprising the Chief Investment Officer, Chief Financial Officer, CEO, and Managing Director, this team ensures that the firm's wealth management solutions align with clients' unique needs. They drive operational excellence, foster collaboration with professional advisers, and oversee the development of customized investment strategies that adapt to evolving market conditions while maintaining a commitment to exceptional client service.

Axxcess Wealth Management

Org chart

Teams

Investment Advisory Team

Leadership Team

Offices

Axxcess Wealth Management

Org chart

Teams

Investment Advisory Team

Leadership Team

Offices

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