Axxcess Wealth Management
Lauren VanVeelen has over 15 years of experience in the financial services industry, currently serving as a Client Advisor and Investment Operations professional at Axxcess Wealth Management since April 2020. Prior to this role, Lauren held positions as a Client Advisor and Financial Planner at Daniel Investment Associates, LLC from October 2016 to April 2020, and as an Operations Associate at Manchester Capital Management from October 2007 to September 2016. Responsibilities have included administrative investment support, reporting, operational functions, and client support, alongside assisting with accounting functions for the real estate team. Lauren holds a BA in Business Economics and a Certificate in Financial Planning and Services, both from UC Santa Barbara.
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.