Axxcess Annual Conference 2020

February 7, 2020

The Axxcess Platform Annual Conference is our capstone event each year. Our platform is built for the experienced Advisor looking to improve its current RIA platform, or as an operational solution for a high caliber professional thinking of going independent and seeking a seamless transition. The conference focuses on enhancing advisor and client experiences in practice management and bringing together leading investment managers in a forum that is designed to enhance advisor efficiency, engagement, and client development and elevate the role of the independent investment advisor. Escape the office, assess the landscape, examine the opportunities, and plan to implement in the year ahead.

This year, Axxcess will present its annual conference through a lens of innovation. While the industry struggles with lower cost solutions for the mass affluent, the reality is the higher net worth clients continue to increase concentration in real estate, private businesses, and direct investments. These are areas the independent Advisor should pay close attention to.

Axxcess Wealth Management, LLC
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
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Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.