What I Do and How I Can Help

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For most people, it’s hard to find the time and resources to build and manage their assets confidently. It can be even harder to know how to integrate your family’s values and wealth management goals into your portfolio and financial strategies…

Why I Became a Financial Advisor

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I’m a firm believer that so much in life is learned in the journey. I’ve experienced this myself throughout my career as a financial advisor, and I’ve seen it occur in many of my clients’ lives. My financial advisor journey started…

Axxcess partners with Hidden Levers to create an enterprise portfolio proposal and stress testing center

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n May, Axxcess completed integration of an enterprise solution to provide advisors and clients the ability to stress test their portfolios against a variety of current scenarios, and model how potential trends will influence their wealth. Hidden…

Axxcess Carlsbad expands into a new suite

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xxcess Wealth Management, LLC moves into its new headquarters at 6005 Hidden Valley Rd in Carlsbad. The new suite is upgraded with new network technology, and redesigned interior. We are excited to move into our new space which has been under…

Axxcess finalizes Fidelity IWS custodial relationship

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xxcess added Fidelity IWS (Institutional Wealth Services) to the Axxcess Customized Portfolio Platform to broaden the services available to clients and advisors. Fidelity IWS allows clients to choose Fidelity as their custodian, and enables…

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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.