Kevin Manzo – Page 2 – AxxcessWealth

meet
your

ADVISOR

WEALTH MANAGEMENT

CLIENT ORIENTED

Kevin Manzo is a Financial Advisor with Axxcess Wealth Management. Kevin’s services are especially valuable to business owners, high-income and high-net-worth professionals and their families. After 15 successful years as a portfolio manager and advisor Kevin has the knowledge and experience to help clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs.

Kevin Manzo

your Financial advisor

Axxcess Platform services are designed to overcome traditional limitations imposed by firms seeking to distribute and sell their own products and services. Axxcess combines true alternatives like private equity, private credit, hedge funds and directed real estate alongside traditional SMA strategies. Client investments of all types can be reported comprehensively on the Axxcess Platform.

THE AXXCESS PLATFORM

our purpose

Connect bank, brokerage, mortgage, business and liability statements digitally in a single secure portal. Report accross your entire household.

CONSOLIDATED REPORTING

Axxcess partners with traditional Custodians like Schwab, Fidelity IWS, and Ameritrade as well as direct, and self directed options and our Private Asset Platform.

OPEN ARCHITECTURE

Axxcess Platform allows clients to reduce the number of accounts required to implement an investment strategy. Third party managers can trade their strategies inside a single brokerage account. Advisors can customize allocations with ease.n.

FEWER ACCOUNTS

Axxcess allows clients and advisors to stress test the outcomes of real world scenarios, and the model the potential impact of investment and allocation decisions. Clients and advisors are better informed, and can make foundational decisions based on stress testing current and future risks.

AXXCESS ALLOCATOR

THE AXXCESS
PLATFORM

OUR EDGE

Axxcess provides comprehensive planning for clients. From retirement income gap analysis to complex estate and succession planning, Axxcess Advisors have the ability to solve a wide range of client challenges. From simple cash flow planning and goal-based assessments to detailed tax analysis and estate planning, Axxcess has experience to address your goals and objectives. Axxcess Advisors empower clients by integrating their planning results in real time, directly into the Axxcess Client Portal. Axxcess will tailor planning to you, modeling what-if scenarios, and stress testing your current allocations, and cash flow requirements.

FINANCIAL Planning

SERVICES

FINANCIAL MANAGEMENT

Axxcess blends internally managed strategies with best-in-class institutional managers, ETFs, hedge funds, and private equity managers to achieve a comprehensive platform of customized investment strategies.

Our stress test scenarios can be used with a wide range of asset classes including stocks, bonds, ETFs, mutual funds, closed-end funds, options, separately managed accounts, hedge funds, and non-traded REITs.

INVESTMENT MANAGEMENT

estate planning

Axxcess has in-depth knowledge of family planning objectives, and is well equipped to assess the complexity, investment horizon, as well as navigate the vast set of investment opportunities, and assist our clients in making informed decisions about the allocation and preservation of capital.

Axxcess has run several family offices over the past 25 years- Families whose wealth derived primarily from operating businesses and real estate. Forced to manually reconcile non traditional assets alongside SMA accounts, we learned a lot about the limitations of technology along the way. Today, technology has made significant leaps in our business.

Our proprietary retirement planning service, AxxcessLINK, provides powerful planning tools to help participants make good decisions about their investments. Participants can track and manage outside accounts, project and stress test retirement income outcomes. AxxcessLINK can add a self directed brokerage option for particpants to be able to allocate to a wider range of investment options outside of the plan’s core menu

Work with an advisor that fits your needs. Participants have the flexibility to hire who they trust. AxxcessLINK can help independent investment advisors manage your participant account allocation to help you keep on track towards your goals.

retirement planning

ALLOCATOR

The Axxcess

Assess your portfolio risks
against a variety of economic
& market scenario outcomes.

Our platform tracks over 90 different economic factors including GDP growth and CPI, market data like commodities and currency prices, and industry-specific factors such as shipping rates and housing starts. Then, based on statistical correlations, it analyzes the effect of these factors on assets in your portfolio.

LEVER ANALYSIS

ASSET ANALYSIS

SCENARIO ANALYSIS

A scenario is a representation of a macro-economic or geopolitical event which has the potential to impact investment returns. We can design custom scenarios that reflect individual investor concerns or apply our broad catalog of risk scenarios to a portfolio to identify risk factors.

CLIENT PORTAL

The Axxcess

Revolutionize your client
experience with our
client portal.

View all of your accounts, including workplace retirement and private assets. Each managed strategy is called a sleeve strategy and is tracked in our system as a separate account.