Axxcess Wealth Management has served as a fiduciary to successful individuals, families, and entrepreneurs since 2011. We have no in-house funds, no proprietary products, and no incentive to recommend either. What we do have is the infrastructure of a large institution — 400+ managers, an alternatives platform, institutional custody, and a team that has run family offices — placed behind an advisor whose only obligation is to you.
Most firms can manage a brokerage account. Families with operating businesses, real estate, private investments, concentrated stock, and several generations need considerably more. This is what Axxcess is built for.
Brokerage, retirement plans, alternatives, real estate, private companies, lending, and held-away accounts — reported together by household, entity, account, and strategy. Online, in the app, and on paper.
Private equity, private credit, hedge funds, and real assets alongside 400+ separately managed strategies, in a single account. Digital subscription documents, capital-call and K-1 tracking, MOIC and IRR on direct investments.
Concentrated stock positions, 1031 exchange unwinds, the sale of a closely held business, and Roth conversions each carry consequences that belong inside the investment plan, not after it — worked through with your CPA and counsel.
No in-house funds, no trading for our own account, no product quotas. We select managers and partners without pressure and disclose every fee and conflict in Form ADV.
Your CPA, estate attorney, trustees, and insurance advisors work from the same plan. We bring trust solutions, portfolio and real-asset lending, insurance coordination, and retirement plan design to the table.
Schwab, Pershing, Wells Fargo First Clearing, Goldman Sachs Advisor Solutions, Morgan Stanley, and leading trust companies. Axxcess never takes custody of your assets.
You'll receive our Form ADV and an engagement agreement before anything else. Your advisor documents your objectives, time horizons, risk tolerance, and the way you prefer to be involved, and usually formalizes an investment policy statement. Accounts are monitored at least monthly; we meet quarterly and annually, in person or by phone, and you can grant us full or limited discretion — your choice.
Start the conversationWe combine internally managed strategies with rigorously selected third-party managers, funds, and alternatives. Our investment team has managed significant assets at global banks, fund managers, and family-owned companies, and our approach starts with a top-down view of the economic environment before a single security is selected.
Investment policy first, then capital market assumptions, then risk-based models across equity, fixed income, international, alternatives, and cash. Rules-based rebalancing that scales across asset classes.
Curated access spanning the liquidity spectrum — private equity, private credit, real assets, hedge funds — with rigorous, committee-overseen due diligence and first-look and exclusive opportunities through our partners.
Every proposal is stress-tested against custom and catalog scenarios so you understand how a portfolio behaves in extreme conditions — and which hedges are worth the cost — before you own it.
Runs the firm day to day. Eleven years at Axxcess after twelve at Calamos Investments serving advisors across wirehouse, independent, RIA, and bank channels.
Oversees more than $8 billion of investments and is responsible for portfolio construction and trading. Formerly Director of Investment Strategy at Pacific Capital.
Former CIO at SEIA, where he led the investment team for 22 years as the firm grew from $200 million to over $20 billion. Leads the firm's tax-aware portfolio strategies for complex situations.
Former Orion senior support and data specialist. Leads the team that runs billing, reporting, and reconciliation inside client databases every day, so the numbers you see are right.
Owns onboarding and transitions for every advisor and family joining the platform. Ten years as a senior vice president at Redhawk Wealth Advisors running growth, operations, and compliance.
Michael Seid, Founder & CEO. Started Axxcess in 2011 out of the family offices he ran, on the belief that families and their advisors deserve institutional infrastructure without institutional conflicts. He still builds the platform's systems himself and has managed client assets as a fiduciary since 1998. Jeff Anderson, CFA®, Director of Portfolio Solutions, manages the alternatives platform and co-leads portfolio construction; his career began on the floor of the New York Stock Exchange.
Advisory services provided by Axxcess Wealth Management, LLC, an investment adviser registered with the SEC. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results; all investments involve risk, including possible loss of principal. Alternative investments involve additional risks and are available only to investors who meet applicable accredited investor or qualified purchaser requirements. Nothing on this page is an offer or solicitation to buy or sell any security or a recommendation of any strategy; please refer to our Form ADV Part 2A for complete information about fees, services, and conflicts of interest.