A complete list of active advisors currently associated with Axxcess Wealth Management, LLC

Warmer can help you find a great advisor at Axxcess Wealth Management, LLC or one who fits your needs even better.

Axxcess Wealth Management provides wealth management, financial planning, retirement‑plan advisory, and related consulting services to a broad client base that includes individuals, high‑net‑worth clients, trusts, businesses, charitable organizations, retirement plans, other registered investment advisers, and state and municipal government entities. The firm delivers advice both directly through its network of investment adviser representatives and indirectly through its Axxcess Customized Portfolio Platform (ACPP), acting as a TAMP and sub‑advisor for third‑party advisory firms. AWM’s investment process emphasizes customized, multi‑asset portfolios and written investment policy statements, with portfolios constructed from internal management, third‑party “sleeve” managers, ETFs, mutual funds, structured products, and alternative investments and monitored at least monthly. The firm’s Investment Oversight Committee selects and oversees sleeve managers, provides consolidated performance and alternative‑investment reporting through its Axxcess AIP, and serves as fiduciary where it has discretionary authority over client or platform sleeves. The brochure highlights several features that differentiate AWM from many peers: a formal TAMP/sleeve‑manager platform that provides middle‑ and back‑office services to other RIAs and consolidates multiple managers in a single account structure; the firm’s use of performance‑based fee arrangements for qualified clients; and its disclosed relationships and marketing arrangements (including sponsored advisor events, advisor‑facing websites, fee‑sharing/referral arrangements with third‑party managers, and consolidated reporting for alternatives) that shape how investment options are made available on the platform.

To learn more about the advisors currently working at Axxcess Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.