The financial advisors at Axxcess Wealth Management help you create a personalized financial strategy based on your lifestyle goals, and work with you to build and monitor a plan that supports your objectives. Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions. That is what the platform behind Lauren was built to provide.
Comprehensive planning, from retirement income gap analysis and simple cash flows to complex estate and succession planning. We tailor planning to you, modeling what-if scenarios and stress testing your current allocations and cash flow requirements. Planning results flow directly into your client portal.
Internally managed strategies blended with rigorously selected third-party managers, mutual funds, ETFs, hedge funds, and private equity managers into a customized portfolio. Whether you need a tactical strategy that adjusts to changing market conditions or an equity income approach, we construct, implement, and monitor the solution.
Retirement income planning for you, and retirement plan solutions for the businesses you own. Through AxxcessLINK, an existing 401(k) can be managed in-plan and reported alongside the rest of your wealth, with Mariah Wisely, our retirement plan specialist.
Axxcess was built on the experience of running family offices. We assess complexity and investment horizons, help you make informed decisions about the allocation and preservation of capital, and coordinate with your estate attorney so the plan and the portfolio agree.
Concentrated stock, the sale of a business, real estate dispositions, and Roth conversions each carry tax consequences that belong inside the investment plan, not after it. We work through them with your CPA and counsel. Axxcess does not provide tax or legal advice.
Your investment portfolio does not contain all of your wealth. You may have a home, a business, or other valuables. Insurance can protect you from the unexpected, and through strategic partnerships we can provide a wide array of insurance solutions to protect your family, investments, and property.
There have been more changes to trust law in the last twenty years than in the two centuries before. We assist clients in protecting their assets by directing them to the proper solution providers, and we report trust accounts alongside everything else.
For owners, the business is usually the largest asset and the least liquid. We help you see it inside the whole picture: succession, key-person and buy-sell coverage, retirement plans for your employees, and planning for an eventual sale.
The Private Asset Platform gives your advisor a way to manage traditional and alternative investments in a single, comprehensive platform for a full accounting of your wealth. Select hedge funds, private equity, private credit, and real estate are held and reported next to your SMA strategies, with subscription documents, capital calls, and K-1 tracking handled digitally for select funds.
Third-party managers trade their strategies inside a single brokerage account, reducing the number of accounts needed to implement a strategy and simplifying complex estate and family situations.
You choose where your assets are held. Custody at Schwab, Wells Fargo First Clearing, Goldman Sachs Advisor Solutions, Morgan Stanley, or leading trust companies, with direct and self-directed options for private assets.
Proposals can be stress tested against a wide variety of economic scenarios to model a wide range of potential investment outcomes before you commit.
Alternative investments involve additional risks, including illiquidity and possible loss of principal, 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. Past performance is not indicative of future results.
Objectives, time horizons, risk acceptance, investment culture, and preferences, reviewed and discussed with you on a regular basis.
Discretionary portfolio management, advisory services, or tailor-made portfolios, matched to the level of involvement you want in investment decisions.
Our research team conducts due diligence to select managers for each strategy, independently and in your interest. Portfolios are monitored and rebalanced against your profile.
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