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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Investment Management

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Axxcess Wealth Management

Axxcess Wealth Management's headquarters in Carlsbad, United States

Michael Seid

Deron McCoy

Jon Brackmann

Matt Merrill

Shannon Case

Cory Persson

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People (10)

Michael Seid

Cory Persson

Jon Lugo

Todd Quinn

Lauren Vanveelen

Dennis Manzo

Jeff Anderson

Matt Merrill

Jon Brackmann

Vanessa Turner

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