Axxcess Wealth Management has been named as the 10th fastest growing RIA firm in the country!

Working with Axxcess will give you:

  • Each managed strategy is called a sleeve strategy and is tracked in our system as a separate account.
  • Performance reporting at the household, registration, account, security and strategy levels.
  • Rich content is customized in both report and web interfaces allowing the client and the Advisor to view the information how they want to see it.
  • Implement investment strategies using institutional separate account managers.
  • Blend ETF, fixed income, and mutual funds in the same account as your managed strategies.
  • Report, monitor and analyze hedge fund, private equity, and real estate within the same report portal.

The Axxcess Platform Integrates with many existing technologies to create efficiency across your practice.

We want to work with you!

Work on a per account, segment of client, or a fully integrated basis. Enhancing your business does not require you change everything you are doing all at once.


https://www.fa-mag.com/news/financial-advisor-s-top-10-fastest-growing-rias-of-2019-50711.html

Axxcess is excited to welcome Adrienne Rivett as Director of Platform Services. After 14 successful years in the financial services industry, she brings broad experience in trading, operations, investments, technology and advisor solutions. Her true passion is working directly with advisors to promote scaling and growth of their businesses.  
Her motto, “Aut viem inveniam aut faciam,” is Latin for, “I shall either find a way or make one,” and has become the tagline to her life. 
Adrienne is re-locating from Minneapolis to the Axxcess Scottsdale, Arizona office. Adrienne began her career in the financial services industry in 2006 as a para-planner and operations manager at a boutique firm serving high net worth clients. In 2009, she took on the role of Director of Operations and Trading for an RIA out of Minneapolis. In 2011, she built out a Private Label retirement plan solution for the firm, along with implementing new technology and solutions to help scale their operations and billing processes. Most recently, Adrienne was the Senior Vice President of a 1.8b RIA in Minneapolis.  Adrienne is a specialist in practice management and developing innovative Advisor experiences. Adrienne will lead the Axxcess Platform onboarding, implementation and service experience for Advisors working on the platform.  

Axxcess Wealth Management is once again one of the sponsors of this year’s Post-Tax Day Golf Tournament. This tournament is an organized, casual, entertaining afternoon of golf with fellow professionals, including CPAs, EAs, attorneys, financial advisors, bankers, and risk professionals. 

Please join us and use this opportunity to network and mingle with fellow industry professionals. Click here to register. 

Cory joins Axxcess Wealth in our Carlsbad Office as the Director of Investment Operations. He’ll focus on portfolio research and investment allocation, assisting both clients and advisors in selection and oversight of investment strategy, and enhancing investor communication. Cory will head up our relationships with existing sleeve managers, and work with advisors to generate proposals and investment analysis.

He is a CFA® charterholder and a Certified Fund Specialist®. Prior to joining Axxcess Wealth, Cory worked for several years at an RIA with over $150MM in assets where he oversaw research, trading, investment operations, and portfolio allocation.

He has a bachelor’s degree in economics from Brigham Young University and lives with his wife and their two daughters in Newport Beach. We are excited to welcome Cory to the Axxcess team!

Cory can be reached at 858.217.5347 x320 or by email: cory@axxcesswealth.com

Quarterly billing has begun! Your forecast bills have been run and saved to your personal Billing Folder in Sharefile. Just as a quick reminder on how to find your Billing folder follow these simple steps.

  • Begin by going to your personal profile to view links to your billing folders.

  • If you have any questions or concerns about your billing, please contact Jon Brackmann.
  • If all of your billing is correct you will then navigate to the Documents Tab on the Hub’s homepage.

  • Find and click on the Forecast Bill Certification form.

 

You must fill out your Forecast Bill Certification form before payouts are made.

Bitcoin – Con or Currency?

25 January 2018
4:30 pm Eastern

The bitcoin craze is taking us into uncharted waters and unregulated digital money is fighting to replace government-backed money. While we are constantly bombarded by cryptocurrency news, the Euro and British Pound have staged a comeback.

– Do cryptocurrencies have value?
– How have other currencies performed during bitcoin’s rise?
– Can a bitcoin crash take down the market?

Join us as we compare the performance of gold and major currencies and identify who has the most to lose if cryptos go down.

Happy New Year! Great news: Quarterly billing has begun! Your forecast bills have been run and saved to your personal Billing Folder in Sharefile in your Jan 2018 folder.  Once you have had a chance you review your Forecast Bill, if approved, please go the Axxcess Wealth Management Hub (https://internal.axxcesswealth.com) and click on the photo on the main page titled “Documents”.  Under “Quarterly Billing Process”, click on the “Forecast Bill Certification Form” link, fill out the form, then click submit.  Once submitted, your approval will be received by our billing team and we will run your live bill and get payment sent to you within 3 to 5 business days.  If there are issues or changes that need to be made to your Forecast Bill, please reach out to Jon Brackmann to rectify.  Thank you for all of your hard work and here’s to a successful and prosperous 2018!

We wish you a very Happy Holiday season and a peaceful and prosperous New Year from all of us at Axxcess Wealth. Please note our holiday office hours:

Friday, December 22, 2017 – Office Closing at 12:00pm

Christmas Day 2017 – Office Closed

Friday, December 29, 2017 – Office Closing at 12:00pm

New Years Day 2018 – Office Closed