Axxcess Wealth Management Email Format

Financial ServicesCalifornia, United States11-50 Employees

Axxcess Wealth Management is a financial services firm based in Carlsbad, California, that provides wealth management advice, investment management, and capital allocation strategy for family offices, business owners, and high-net-worth clients. It emphasizes tailoring its services to individual needs rather than a one-size-fits-all approach and collaborates with other professional advisers to integrate solutions. The firm offers an open-architecture set of wealth management and investment advisory services, delivering customized strategies that can be tactical, growth-oriented, income-focused, or preservation-oriented.

The approach combines internally managed strategies with carefully selected third-party managers across mutual funds, ETFs, hedge funds, and private equity to cover a range of tactical, growth, income, and preservation objectives. The firm has been recognized as one of America's Best TAMPs for the sixth consecutive year, and in 2019 it partnered with HJ Sims to deliver portfolio management technology for its private client wealth management team.

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