Located in San Diego, California



Business owners make up a majority of our client base so we have dedicated ourselves to specializing in the design, installation, and management of Corporate Retirement Plans. We are experts in fiduciary practices and our services focus on helping Plan Sponsors meet the challenges of this responsibility. Our consultative approach helps clients understand and carry out their roles and responsibilities as Plan fiduciaries as established by ERISA. Our full service plan management solution streamlines the operational process by assisting clients in all areas of Plan administration:

Axxcess Customized Portfolio Platform

Our industry is evolving from a one-size-fits-all mindset, to a customized investment portfolio approach. Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions. Axxcess is a leader in tailoring a full suite of customized portfolio services that help investors expand their investment holdings, and better reduce downside exposure to loss.

Client Reporting

With access to an open universe of ETF’s, stocks, mutual funds, fixed income, SMA strategies, and select hedge fund, private equity, real estate, and private debt, we built our reporting platform to deliver a comprehensive view of your wealth- both online and on paper. We will brand your portal application for your clients to download from the Apple App Store, and Google Play for Android.

Private Asset Platform

Using technology to create integrated statement and reports for qualified and accredited investors’ Directed Real Estate, Partnerships, Private Placements, Hedge Funds, Private Equity and Private Credit, Axxcess delivers a comprehensive view of your wealth.

Prospect Portal

Experience what Axxcess has to offer before becoming a client.  Add existing accounts and holdings securely using our aggregation technology.  From there, your Advisor can stress test your existing portfolio,  create proposals, and model scenario analysis without having to enter a single ticker by hand.

Corporate Retirement Plans

Learn why we developed our open architecture 401(k) record-keeping platform.

Family Office

Corporate liquidity event? Review our Family Offices Services.

More than what you have on paper

Our resources provide you with specialists in portfolio management, real estate, private equity, and investment advisory services.

AxxcessLINK Updates

Trending topics we hear are:

How will my portfolio perform under a “normal” correction?

What happens to my portfolio if we have a major correction?

How will the proposed policy changes such as tax reform, or health care reform affect my portfolio?

We implement a 4 stage process for business owners:

We work with owner and executive groups to design, install and manage both qualified, and non-qualified retirement plans, and deliver strategic financial advice, covering issues such as succession, executive recruitment and retention, corporate liquidity, and equity capital.

A disciplined approach:

Get in touch with wealth management consultant

Our advisors are exit planning specialists including CPA, CExP, AIFA, AIF and CRPS credentialed to understand your goals and objectives, and work with you as fiduciary through a clear, fee based engagement.

Contact an Advisor

We understand your business:

Small businesses are a unique group that need access to capital formation, structural and strategic advice.

Axxcess Advisors have spent more than 20 years advising a variety of business including national non profits, law schools, venture firms, manufacturing, health care, real estate, and mortgage companies though many phases of their unique business cycle.

Work with us:

Our clients receive sensible, effective advice, along with a firm commitment to collaborate with other professional advisers. We offer clients open architecture, with a full array of wealth management and investment advisory services.

Our customized investment strategies offer investors a stand-alone solution to fulfill a specific objective.

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, we can construct, implement, and monitor the solution.

More than what you have on paper.
Our resources provide you with specialists in portfolio management, real estate, private equity, and investment advisory services.

About Axxcess Wealth Management

We offer clients open architecture, with a full array of wealth management and investment advisory services.

Wealth Management
Axxcess Customized Portfolio Platform
Corporate Retirement Plans
Client Reporting
Work with us