One platform, one standard, your advisor's name on the door.
Each practice keeps its own brand and website. Each is registered through Axxcess Wealth Management, LLC, which means one Form ADV, one compliance program, and one set of custodians behind them all.
Kevin Manzo
Business owners, high-income and high-net-worth professionals, and their families. Twenty years as a portfolio manager and advisor, helping clients protect what they have built, retire comfortably, and leave the legacy they choose.
- Business owners and professionals
- Retirement income and estate coordination
- Portfolio management on the Axxcess platform
Lauren VanVeelen
Lauren works closely with ultra-high-net-worth families and alongside Jeff Anderson and the Axxcess alternatives team, bringing private equity, private credit, hedge funds, and real assets into portfolios built for complex wealth.
- Ultra-high-net-worth families
- Alternative investments with the Axxcess alternatives team
- Planning and portfolio management on the Axxcess platform
Benjamin Ambrosini
Planning and investment management for families and business owners in the Pacific Northwest.
- Comprehensive planning
- Portfolio management on the Axxcess platform
- Business owners and families
Mariah Wisely
Company retirement plans for business owners, and 401(k) accounts managed in-plan for participants who want them run alongside the rest of their wealth.
- Business-owner retirement plans
- 401(k) accounts managed in-plan, no rollover
- Fee and provider analysis for sponsors
Meris Collier, CFP®
Values-aligned wealth management for families who want their portfolio to reflect what they care about.
- Sustainable and values-aligned portfolios
- Planning for families and professionals
- Reporting on the Axxcess platform
Christopher Donahugh
Wealth management for families and professionals in Orange County and North County San Diego.
- Financial planning
- Investment management
- Retirement and estate coordination
Eric Sams, CPWA®
Planning-led wealth management for professionals and families in San Diego.
- Financial planning
- Investment management
- Education and retirement funding
Deron McCoy, CFA®, CFP®, CAIA®, AIF®
Investment management and estate planning for families with concentrated stock, real estate held through 1031 exchanges, a business approaching sale, or conversions to plan, coordinated with your CPA and counsel.
- Concentrated stock and liquidity events
- Sale of a closely held business
- Tax-aware planning with your CPA and counsel
Jaime Hefner · Alex Leu
Wealth management for professionals, executives, and families across Los Angeles.
- Financial planning
- Investment management
- Equity compensation and executives
David Forrest Millheim
Retirement and wealth planning for families and business owners along the Wasatch Front.
- Retirement planning
- Investment management
- Business owners
Andrew Thomas
Time rewards the well advised: planning and portfolio management for families in Louisiana and the Gulf South.
- Financial planning
- Investment management
- Families and business owners
Mitchell Dunn, CFP®
Financial and wealth management for families and business owners in Orange County.
- Financial planning
- Investment management
- Business owners
Mark Sewalson · James Milazzo
Financial consulting and wealth management for families and business owners in Kansas City.
- Financial planning
- Investment management
- Business owners and professionals
Bart Zandbergen, CFP®, CDFA® · Anthony Kakuk · Wyatt Gibbs · Jonathan Lugo · Timothy Rickey
A team practice serving families, entrepreneurs, and professionals from Laguna Beach.
- Comprehensive planning
- Investment management
- Multi-generational families
Charleston and Beckley, West Virginia team
Wealth management, retirement planning, and business-owner planning across West Virginia.
- Financial planning
- Investment management
- Retirement plans for businesses
Practices are listed with Axxcess Wealth Management first, then alphabetically. Each website is operated by the practice and opens in a new tab.