Axxcess Wealth Management
Jon Brackmann, CIMA®, MBA, is a seasoned financial professional serving as Managing Director and Chief Operating Officer/Investment Advisor at Axxcess Wealth Management since March 2011. This firm, situated in Carlsbad, Fullerton, and Scottsdale, specializes in providing investment and advisory services to family offices, corporations, and individuals. Prior to this role, Jon served as Vice President - Investment Consultant at Calamos Investments from October 1999 to March 2011, where responsibilities included external wholesaling of various funds and accounts across several states. Jon's career began as a Regional Associate at Calamos Investments. Educational credentials include a Bachelor of Science in Marketing from Iowa State University and an MBA from the University of Phoenix.
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.