Axxcess Wealth Management
Shannon Case is a seasoned financial professional with extensive experience in various consulting roles. Currently serving as an Operations Analyst Consultant at GENTORO since July 2024, Shannon also holds the position of CFO/Controller Consultant at CFO Hub and has been the Chief Financial Officer at Axxcess Wealth Management since 2018. Prior experience includes a role as Controller & HR Manager at StackIQ, Inc. - Teradata Corporation, where responsibilities included managing financial and HR functions and preparing due diligence documents for a merger. Additional consulting roles at Abide Therapeutics and aTyr Pharma involved generating GAAP-compliant financial statements, project accounting procedures, and assisting with IPO due diligence. Shannon holds a Bachelor of Science in Accounting from Seattle University, completed in 1995.
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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.