Axxcess Wealth Management
Matt Merrill possesses extensive experience in operations and management within the wealth management sector, currently serving as Associate Director of Operations at Axxcess Wealth Management since July 2018. Prior roles at Axxcess included Operations Associate and Marketing/Operations Intern. Previous experience at UC San Diego involved coaching at the Men's Soccer Camp from June 2015 to July 2018, where responsibilities included assisting coaches, conducting campus tours, and answering inquiries about college recruitment. Matt Merrill earned a Bachelor of Arts in International Business from UC San Diego in 2018.
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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.