Axxcess Wealth Management
Jon Lugo is an experienced wealth management professional currently serving as a Wealth Manager at Axxcess Wealth Management since February 2023. Prior to this role, Jon held multiple positions at Luminate Wealth Management & Insurance Services and Northwestern Mutual, where Jon worked as a Financial Advisor from January 2013 to February 2023. In addition to their advisory roles, Jon also served as a Growth & Development Director. Jon holds a Bachelor of Arts degree in Communication Studies from San José State University, which was obtained between 2005 and 2008, and previously attended California State University, Fullerton from 2002 to 2005.
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.