Michael Seid

Michael Seid is the Principal CEO of Axxcess Wealth Management, a role held since 2007, where the focus is on enhancing RIA platforms for experienced Wealth Advisors and facilitating seamless transitions for professionals seeking independence. Additionally, Michael serves as Director at Axxcess Healthcare Group, LLC, a boutique investment banking firm dedicated to the capital raising needs of healthcare companies, particularly outpatient cancer centers and medical device firms, since November 2011. Previously, Michael worked as an Advisor at SEIA from 1996 to 2007. Michael holds a Bachelor of Arts in Economics and Finance and a Bachelor of Science in Biology, both from UC San Diego.

Location

Carlsbad, United States

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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.


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Employees

11-50

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