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

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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

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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 ETF.com 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…

Athena Global ETF- Feb 13 2018 Update

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Athena Global Tactical ETFs Update With recent market volatility, we have advisors and clients asking about potential position changes to our Global Tactical ETFs portfolio. Tactical managers use different approaches including economic conditions,…

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Tag Gajdalo

Tag Gajdalo

Advisor

Thomas Gajdalo, AKA- Tag, has been with Axxcess Wealth Management since 2015. He has been in the financial services industry for the past 20 years. His broad experience across various spectrums in the industry (Fortune 500, Start-Up companies, Entrepreneur, Tactical RIA) makes him an ideal financial planner, and tremendous asset to our team.

His passion as a client advocate and ability to understand the complex nature and subtle nuances of each client relationship is appreciated by his clients and colleagues. He is supported by an administrative team, group benefit and investment product specialists whose support and teamwork help to maintain long-term relationships with his clients. It is clear why being a financial planner is his stated purpose in his life.

Tag believes the skepticism many clients feel toward the industry is a result of the lack of transparency of fees and the ability to demonstrate value for services. He provides custom service agreements where clients have freedom to choose only the services that add value to their needs. As someone who has been burned by advisors himself, he understands the difference in being a fiduciary for his clients and not just having to make suitable recommendation.

As a graduate from Arizona State University in 1997, he received a BS in Finance and was the #1 Finance graduate in his class. He has excelled in every stage of his career, and has been recognized as a leader within the company and industry. Tag holds the CFP®, ChFC®, and CLU® credentials, widely considered the Big 3 for comprehensive financial planners.

Tag is married to his amazing wife Erin, and they have one daughter (2 horses & 3 dogs). He enjoys golf (when he can), travel, cooking (learning new cuisine and techniques), reading, hiking, and doing his best to stay active and healthy. Most of all, spending time with his family, friends and clients.