Financial planning
Comprehensive planning, from retirement income gap analysis to complex estate and succession planning; from cash-flow and goal-based assessments to detailed tax analysis coordinated with your CPA. Planning results flow directly into your Axxcess client portal, with what-if scenarios and stress tests of your current allocations and cash-flow needs.
Investment management
Internally managed strategies blended with institutional managers, ETFs, hedge funds, and private equity managers into a customized portfolio. Stress tests span stocks, bonds, ETFs, mutual funds, closed-end funds, options, separately managed accounts, hedge funds, and non-traded REITs.
Retirement planning, with Mariah Wisely
Through AxxcessLINK, participants track outside accounts, project and stress test retirement income, and can add a self-directed brokerage window for a wider range of investments beyond the plan's core menu. Existing 401(k) accounts can be managed in-plan, alongside the rest of your wealth, without a rollover. Participants have the flexibility to hire who they trust.
Estate planning coordination
Axxcess was built on the experience of running family offices for families whose wealth came from operating businesses and real estate. We assess complexity and investment horizon, and help clients make informed decisions about the allocation and preservation of capital, working alongside your estate attorney.
Axxcess Wealth Advisor