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Axxcess Wealth Management, LLC
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
858.217.5347
Carlsbad CA, 92011
858.217.5347
admin@axxcesswealth.com
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Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.
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3D Printing: The Future Of Manufacturing
Kevin Manzo, News, Themes- InnovationThough it took several decades to really catch on, once factories switched from steam power to electrical power, the manufacturing world exploded. Productivity improved, wages improved, and the entire manufacturing landscape was changed for the better. Wouldn’t it have been awesome to have been an investor who got into electricity before everything boomed?
It’s too late to get in on the ground floor for electricity, but the same opportunity is presenting itself once more: 3D printing. 3D printing, also known as additive manufacturing, is simply the process of building objects layer-by-layer instead of using a mold or removing material from a larger block. This opens the door for radically new part architectures, decreased costs, reduced weight, and shorter time to production for manufacturers.
3D printing could completely revolutionize the manufacturing industry just as electricity did a century ago. With the constant pressure to cut cost and gain efficiencies, this is the answer they are looking for. It can drastically cut cost while enhancing accuracy, speed, and customization. As printer capabilities and materials improve and innovation continues, more and more companies will recognize the possibilities and begin to use it.
The long-term growth potential is enormous, and we’ve already seen the beginning. The 3D printing sector took 20 years to reach a market value of $1 billion. It took only five years to double that and reach $2 billion. Analysts believe that in the next ten years 3D printing will grow 400%.
If you want to get in on the ground floor of 3D printing, it’s not too late. Though things are starting to pick up, as with most disruptive technologies it takes time. We are in the adjustment period when it has not yet been widely adopted, so there is still amazing growth opportunity for investors.
As an investment manager, I look beyond the S&P 500 to bring my clients truly unique opportunities. 3D printing is one of them. The possibilities for investment in the 3D printing sector excite me and I’m eager to bring them to my clients. If you want to get in on an innovative technology that could change the world, call me at 858.217.5347 for a complimentary consultation where we can discuss how 3D printing would fit into your portfolio.
About Kevin
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 12 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. Along with his Bachelor’s of Business Administration degree in Finance from Chapman University, he also holds the Accredited Investment Fiduciary® credential, signifying his commitment to upholding a high level of fiduciary care for his clients. Based in Fullerton, California, he serves families and business owners throughout North Orange County and Los Angeles. Learn more by connecting with Kevin on LinkedIn.
What I Do and How I Can Help
Kevin Manzo, NewsFor 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 and stay on track for the long-term.
With more than 12 years of experience as a portfolio manager and financial advisor, I aim to use my knowledge and experience to help my clients protect what they’ve worked for, pursue their ideal retirement, and leave the legacy they envision for their heirs.
I strive to serve as a trusted advisor with whom people feel at ease talking about their financial concerns and retirement dreams. Along with instilling a sense of confidence, my goal is to provide them a comprehensive strategy that incorporates their objectives and outlines how they can transition from where they are today to where they want to be in the future.
What I Do
Axxcess Wealth Management is an independent firm serving as a strategic advisor to business owners, family offices, and high net worth investors. Our firm’s philosophy is to integrate third-party investment managers alongside real estate, private equity, and hedged investments to create a unique open investment platform.
As an independent firm, I have the ability to provide a comprehensive range of wealth management services. And with our open architecture Axxcess Platform, I can bring the latest in financial technology to my clients, along with offering access to top-tier managers, low-cost ETFs, and forward-thinking investable themes in disruptive innovation.
One of the unique elements is the investment opportunities on which I focus. As a member of the Axxcess Wealth Management Investment Oversight Committee, I’m responsible for monitoring current investments and spearheading client investment in robotics, automation, and artificial intelligence. I seek to do things differently, focusing on managing money innovatively by searching for unique investment opportunities, such as funds that invest in human genome sequencing, robotics, 3D printing and other advancements within science and technology. By evaluating innovative investment opportunities, I hope clients can feel more excited about their portfolios and future financial plans.
Who I Serve
While I work with a diverse range of clients, a majority of them are affluent families, working professionals, high net worth investors, and business owners. After working hard to build their wealth, they want to grow and preserve their wealth throughout life as they prepare for retirement and determine the legacy they seek to leave.
By providing comprehensive services and maintaining a high-touch and personalized experience, I seek to serve as my clients’ most trusted financial consultant and help them make smart decisions with their money and work toward their personal definition of financial independence. Beyond the higher level of knowledge they gain, I believe clients choose to work with me because of the strong relationship I aim to build with them and the highly customized approach I take with their wealth management needs.
My Goal for You
Through a hands-on approach and dynamic process, I hope my clients gain an awareness of how improved portfolio performance through reduced portfolio risk, elimination of asset class bias, and significant cost savings benefits the sustainability of their wealth.
Whether you are looking for a tactical strategy that can help your portfolio dynamically adjust to changing market conditions or an equity income strategy that can deliver a fixed income approach to equity investing, I can construct, implement, and monitor a customized solution for you. If you’re interested in learning more about how I may be able to help you, contact me for a complimentary consultation by calling 858.217.5347.
About Kevin
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 12 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. Along with his Bachelor’s of Business Administration degree in Finance from Chapman University, he also holds the Accredited Investment Fiduciary® credential, signifying his commitment to upholding a high level of fiduciary care for his clients. Based in Fullerton, California, he serves families and business owners throughout North Orange County and Los Angeles. Learn more by connecting with Kevin on LinkedIn.
Stress Test Scenarios
Stress TestWhy I Became a Financial Advisor
Kevin Manzo, NewsI’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 when I graduated from college. While I didn’t know exactly where my finance degree would lead me, I did know that I wanted a career that allowed me to take care of people and look after them. Combining this passion with my interest in finance, I started my career as a portfolio manager at Powers Capital, where I focused on building and managing client investment portfolios.
After several years with Powers Capital, I wanted to expand into more comprehensive wealth management and joined C.K. Cooper & Company with a chance to build out a new Private Client Department. During my years at this firm, I had the opportunity to manage all aspects of wealth management for clients, including estate planning, investment management, and retirement planning.
It was here that I realized that I had the opportunity to build strong and long-lasting relationships with people and help guide them toward their financial goals. I knew that I wanted to provide objective guidance to my clients without being tied to proprietary products. I believed the best way I could help my clients was without any limitations from companies, sales quotas, or biases.
In 2010, I joined Axxcess Wealth to do just this.
My Career Today
As a Registered Investment Advisory firm, Axxcess Wealth allows me to serve my clients as an independent advisor who is able to provide them best of breed resources. As the Axxcess Platform is open architecture, it allows for my clients to have access to top-tier managers, low-cost ETFs, and forward thinking investable themes in disruptive innovation. I’m interested in and excited about novel investment opportunities for high net worth clients who are excited about science, technology, and the future.
Through my services and access to a wide range of resources, I’m not only providing financial and investment advice, but also clear and unbiased guidance regarding their needs and concerns. I thoroughly enjoy interacting directly with each and every client as we work together to help them work toward their financial goals.
Doing What I Love
Throughout my career, I’ve built strong relationships with so many incredible individuals and families. I am relentless in my commitment to genuinely understand every client’s unique needs and help them pursue their goals through a highly custom approach. I like to think that my clients know how genuinely concerned about and interested I am in their future.
As someone who’s passionate about what I do, there’s nothing more fulfilling than helping clients feel excited about their portfolios and future financial plans. One of the reasons why I enjoy focusing on managing money innovatively is because I think it allows clients to feel more connected with their investments and feel it has a purpose.
I look forward to helping people protect and grow their wealth for many years to come. If you’re interested in learning more about how I may be able to help you, I encourage you to reach out to me for a complimentary consultation by calling 858.217.5347.
About Kevin
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 12 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. Along with his Bachelor’s of Business Administration degree in Finance from Chapman University, he also holds the Accredited Investment Fiduciary® credential, signifying his commitment to upholding a high level of fiduciary care for his clients. Based in Fullerton, California, he serves families and business owners throughout North Orange County and Los Angeles. Learn more by connecting with Kevin on LinkedIn.
Axxcess partners with Hidden Levers to create an enterprise portfolio proposal and stress testing center
Axxcess Platform, NewsIn 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 Levers was chosen for their forward thinking in designing a tool that clients can understand, and advisors can use effectively to communicate areas of potential risk exposure” said Kevin Manzo, AIF and investment advisor and Investment Committee member.
Clients will be able to model risk, and test various allocations and exposures to both sleeve managed portfolios, as well as advisor directed, and client directed accounts. Testing a portfolios potential future reaction to changes in the economic environment is a key feature of the Hidden Levers integration. Existing clients accounts can be automatically pulled in for immediate analysis. Future impacts of unknowable political, economic, or policy changes can be modeled very quickly through this system.
Axxcess Carlsbad expands into a new suite
Carlsbad, NewsAxxcess 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 construction since December 2016 said controller Susan Wrenn.
The landlord worked with our team to keep our suite number the same despite the move within the same building. Our design feature a coastal theme that creates a comfortable, professional environment to meet with clients and work day to day.
Final Notes
There are no changes to our address or contact information. If you are visiting us, we are now occupying the second floor, in the far west end of the building.