Introducing Axxcess Portal

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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

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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…

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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.