Introducing Axxcess Portal

,
Axxcess has a development and creative team in house to design your Advisor site to give you more than a digital presence. Axxcess has developed a prospect portal technology that allows you to revolutionize your business development process.…

Axxcess Platform Announces Partnership With Hj Sims

,
CARLSBAD, Calif., Oct. 1, 2019 /PRNewswire/ -- The Axxcess Platform ("Platform"), an enterprise turnkey asset management platform, announced today a partnership with HJ Sims, a privately held investment bank and wealth management firm headquartered…

Axxcess Platform announces the rollout of a platform allocation tool

CARLSBAD, Calif., Aug. 30, 2019 /PRNewswire/ -- The Axxcess Platform ("Platform"), an enterprise turnkey asset management platform (TAMP), run by Axxcess Wealth Management, LLC ("Axxcess") announced today the completion of a co-development…

Axxcess Wealth Management named one of the Fastest Growing RIAs in the Country

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…

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…

Send us mail

Scott Karl

Scott Karl

Advisor

Scott Karl is a Financial Advisor with Axxcess Wealth Management. He made the transition from venture capital to personal wealth management in 2011. In his early years, Scott enjoyed an enviable 6 year Major League Baseball career spanning 3 teams as a starting pitcher. Scott is keenly aware of the financial needs and intricate nature of high net worth individuals. He works tirelessly for his clients creating and adopting custom-built plans for wealth preservation, retirement income, and legacy planning.

Scott holds an Accredited Investment Fiduciary® designation to go with his Series 66, Series 7 and multiple state Insurance licenses. He is a huge proponent of teamwork and the Axxcess Platform of investment and product availability. Scott has built his client base meticulously by working with clients and referrals who want to develop an in-depth strategy and then execute it. He believes in open and honest communication as the best path to successful financial relationships.

Scott was married in Oct. 1999 and has two daughters who are accomplished volleyball players looking to further their successes at the collegiate level. Away from the office, he enjoys watching his daughters fulfill their dreams, golfing, serving as a board member for the Carlsbad Educational Foundation and spending time with his family and friends.