Post-Tax Day "Get a Grip" Golf Tournament

Axxcess Wealth Management is once again one of the sponsors of this year's Post-Tax Day Golf Tournament on April 16th, 2019. This tournament is an organized, casual, entertaining afternoon of golf with fellow professionals, including CPAs, EAs,…

Lyft files with SEC for long awaited IPO

"We’ve been waiting for a long time and with great anticipation for Lyft to finally file for an IPO. And, boy, the ride-hailing giant did not disappoint. According to documents filed with the Securities and Exchange Commission, Lyft’s…

Stay Ahead Of The Curve By Investing In Next Generation Internet

Do you remember life before the internet? Back when you had to look up businesses in the Yellow Pages and call your out-of-state relatives to know what was going on in their lives? It really wasn’t that long ago. So much has changed in such…

Human Genomics Investing: Where Healthcare Meets Technology

There is a revolution happening that will help you and others live longer, better lives. Your medical care will be more personalized, your medication more potent and precise, and we will finally be able to conquer world hunger. This is not a…

ARK Wins Two Awards

As your advisor I am constantly researching ways to grow your money. You won’t see me hosting seminars or steak dinners. I started in the wealth management business from the portfolio management side, so I know how the sauce is made. I am…

Reflections on recent volatility

The technical details which appear to have created significant selling last week began in the options market after-hours on Friday, February 3rd and are quite extraordinary. For those who are interested in taking a deeper dive, simply Google…

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Erik Simmons

Erik Simmons


Erik Simmons joined Axxcess Wealth Management in 2015. The primary role of a Wealth Advisor from a client’s perspective is solving or enhancing their financial situation. Most advisors believe it is the ability to deliver an unlimited array of solutions to meet the needs of our clients. The hard and fast reality of our industry is that very few advisors can actually deliver. Axxcess Wealth Management was built to serve the diverse needs of their clients. In his 20+ years in the industry, Erik feels fortunate to be part of a team which supports the needs of his ever evolving audience.
Erik takes time to navigate through changing economic cycles, discerning false market signals, as well as properly assessing risk. Before he can consider all of the impacts to his clients’ financial situations, he must first focus on his core mission. This mission is responsibility for assessing, handling, and delivering most - if not all - of the financial well-being of his clients. His experience as a financial advisor with firms such US Bank and Chase Private Client Group, has allowed him to implement plans and help his clients achieve their financial goals.

My wife, Melissa and I live in Carlsbad California with our three sons, Caden, Kingston, Cassius. I enjoy snowboarding, surfing, motocross and an occasional trip to Del Mar to watch the horses run.

Erik holds a Series 7 General Securities License, 63 and 65.