Axxcess Wealth Management
Dennis Manzo is a seasoned financial advisor and fiduciary at Axxcess Wealth Management, with experience spanning multiple sectors, including education and emergency services. Serving since May 2017, Dennis provides investment and advisory services to various client types at Axxcess. In addition, Dennis has been an ACCSC Commission Representative since March 2006, conducting on-site audit evaluations for private post-secondary institutions. As Treasurer and Chair of the Finance Committee at Red Hill Country Club since May 2020, Dennis oversees financial operations for the club. Previous roles include President at Aeronautics Equity Group and multiple proprietary education institutions, along with experience as a Firefighter Engineer at Tustin Federal Fire Department. Dennis holds a Master's degree in Organizational Leadership from the University of Redlands and further qualifications in financial planning and business management.
Axxcess Wealth Management
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.