Private clients · Our advisors · Lauren VanVeelen
Axxcess Wealth ManagementAxxcess Wealth Advisor

Lauren VanVeelen

Lauren VanVeelen is a Wealth Advisor with Axxcess Wealth Management. Before joining Axxcess in 2018 she supported financial planning and operations at a boutique private investment firm in Santa Barbara focused on alternative investment strategies, and spent nine years with a multi-billion-dollar multi-family office serving high-net-worth individuals, families, and charitable foundations across the U.S. With that background in finance and operations, Lauren brings a wide array of client and financial planning services to the families she works with, and she partners with Jeff Anderson and the Axxcess alternatives team to bring private equity, private credit, hedge funds, and real assets into portfolios built for complex wealth. Lauren holds a Bachelor of Arts in Business Economics and a Certificate in Professional Financial Planning from the University of California Santa Barbara. A third-generation Santa Barbaran, she lives in Goleta with her husband and their two children, has sung professionally since the age of thirteen, and still plays with local bands at community and fundraising events.

Email Lauren Call 1-866-217-5607
Conversations are confidential and without obligation. Form ADV Part 2A and our Client Relationship Summary are linked below.
How Lauren works

Complex wealth, one coordinated picture.

Families at this level rarely have a portfolio problem. They have a coordination problem: entities, generations, illiquid holdings, and advisors who don't talk to each other. Lauren's work starts there.

Ultra-high-net-worth families

A single view of everything the family owns, reported by household, entity, and strategy, with the investment plan, the estate plan, and the tax picture worked through together with the family's CPA and counsel.

Alternative investments

With Jeff Anderson and the alternatives team: private equity, private credit, hedge funds, and real assets held and reported in the same account as the rest of the portfolio, with capital calls, K-1s, MOIC, and IRR tracked position by position. Available to investors who meet accredited-investor or qualified-purchaser requirements.

Portfolio construction

Sleeve-level UMA/UMH portfolios that blend institutional managers with private markets, stress tested in the Allocator against a wide range of economic scenarios before anything is implemented.

Family office coordination

Trust and estate structures, lending and cash management from custodial and banking partners, insurance coordination, and reporting that the family's other advisors can work from.

The team behind the relationship

Lauren, with the Axxcess investment team.

Axxcess was built on the experience of running family offices. Lauren's clients work with her directly and draw on Jeff Anderson's alternatives platform, Cory Persson's investment committee, and Deron McCoy's tax-aware planning for concentrated stock, real estate, and business sales.

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What every Axxcess client can count on
  • A fiduciary standard under one SEC-registered adviser.
  • No proprietary funds, no in-house products.
  • Custody at Schwab, Wells Fargo First Clearing, Goldman Sachs Advisor Solutions, Morgan Stanley, or leading trust companies.
  • One portal, one statement, across public and private markets.

Talk with Lauren, on your terms.

Email Lauren Call 1-866-217-5607
Lauren VanVeelen is an investment advisor representative of Axxcess Wealth Management, LLC, an investment adviser registered with the SEC. Form ADV Part 2A · Client Relationship Summary