Kevin Manzo is a Financial Advisor with Axxcess Wealth Management. Kevin’s services are especially valuable to business owners, high-income and high-net-worth professionals and their families. After 20 successful years as a portfolio manager and advisor Kevin has the knowledge and experience to help clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs.
Axxcess Platform services are designed to overcome traditional limitations imposed by firms seeking to distribute and sell their own products and services. Axxcess combines true alternatives like private equity, private credit, hedge funds and directed real estate alongside traditional SMA strategies. Client investments of all types can be reported comprehensively on the Axxcess Platform.
the allocator
The Allocator allows clients and advisors to stress test the outcomes of real world scenarios, and model the potential impact of investment and allocation decisions. Clients and advisors can make informed decisions based on stress testing current and future risks.
fewer accounts
Axxcess Wealth Management allows clients to reduce the number of accounts required to implement an investment strategy. Third party managers can trade their strategies inside a single brokerage account.technology provides a simple approach to complex estate and client situations.
open architecture
Axxcess Wealth Management partners with traditional Custodians such as Schwab, IWS, and Ameritrade, as well as direct, and self directed options through our Private Asset Platform.
consolidated reporting
Built with leading encryption, SEC and FINRA compliant reporting systems, our Connect bank, brokerage, mortgage, business and liability statements digitally in a single secure portal. Report accross your entire household.
Investment Services
financial planning
Axxcess provides comprehensive planning for clients. From retirement income gap analysis to complex estate and succession planning, Axxcess Advisors have the ability to solve a wide range of client challenges. From simple cash flow planning and goal-based assessments to detailed tax analysis and estate planning,
Axxcess has experience to address your goals and objectives. Axxcess Advisors empower clients by integrating their planning results in real time, directly into the Axxcess Client Portal. Axxcess will tailor planning to you, modeling what-if scenarios, and stress testing your current allocations, and cash flow requirements.
investment management
Axxcess blends internally managed strategies with best-in-class institutional managers, ETFs, hedge funds, and private equity managers to achieve a comprehensive platform of customized investment strategies.
Our stress test scenarios can be used with a wide range of asset classes including stocks, bonds, ETFs, mutual funds, closed-end funds, options, separately managed accounts, hedge funds, and non-traded REITs.
retirement planning
Our proprietary retirement planning service, AxxcessLINK, provides powerful planning tools to help participants make good decisions about their investments. Participants can track and manage outside accounts, project and stress test retirement income outcomes. AxxcessLINK can add a self directed brokerage option for participants to be able to allocate to a wider range of investment options outside of the plan’s core menu
Work with an advisor that fits your needs. Participants have the flexibility to hire who they trust. AxxcessLINK can help independent investment advisors manage your participant account allocation to help you keep on track towards your goals.
estate planning
Axxcess has in-depth knowledge of family planning objectives, and is well equipped to assess the complexity, investment horizon, as well as navigate the vast set of investment opportunities, and assist our clients in making informed decisions about the allocation and preservation of capital.
Axxcess has run several family offices over the past 25 years- Families whose wealth derived primarily from operating businesses and real estate. Forced to manually reconcile non traditional assets alongside SMA accounts, we learned a lot about the limitations of technology along the way. Today, technology has made significant leaps in our business.
Office Locations
6005 Hidden Valley Rd. Suite 201 Carlsbad, CA 92011
4835 E. Cactus Rd. Suite 215 Scottsdale, AZ 85254
1203 De La Vina St. Santa Barbara, CA 93101
210 W. Birch St. Suite 07 Brea, CA 92832
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Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.
