Planning for your future
Behavioral financial planning is the extension of real world emotional bias incorporated into a process to improve decision-making. From a wealth management, or more specifically a wealth preservation standpoint, it looks at human weaknesses and irrationality as factors in planning and addresses these natural impulses in an approach to meeting client goals and objectives.
Axxcess Advisors have a multifaceted role in both money- and life-planning areas. In wealth planning and life planning, they can provide the benchmark of financial performance required by clients to achieve their goals as well as the overall planning methods for meeting them. The Axxcess Advisors role in our clients financial decisions can provide necessary discipline and guidance in alignment with a clients behavior to help them better tailor a customized plan with potential to have a higher probability of positive outcomes in the future.
Wealth planning does only create better well-being from just come from monetary rewards. Instead, there are a host of non financial factors that can be incorporated. Uncovering alignment in social, charitable, and philanthropic alignment are some of the meaningful outcomes of our process. Axxcess has both competence in financial matters to assist clients in achieving their money goals, but also for assistance with human-planning needs.
Engage with us. To schedule an initial session, please schedule a time to talk to with our planning specialists.
View all of your accounts, including workplace retirement and private assets.
Plan your future, track your holdings. Using industry leading integrated tools our portal makes understanding your wealth easy.
Axxcess Wealth partners with firms like Charles Schwab, Goldman Sachs, TD Ameritrade, Morgan Stanley, and Wells Fargo/First Clearing. Choose your custodian and let Axxcess Wealth power your plan.
Clients have access to easy to follow graphs and charts, removing the mystery and complexity of planning and wealth management. Performance reporting at the household, registration, account, security and strategy levels.
Report, monitor and analyze hedge fund, private equity, and real estate within the same report portal.
Rich content is customized in both report and web interfaces allowing the client and the Advisor to view the information how they want to see it.
We can implement our recommendations, or your unique diligence criteria without bias, or restriction. We work with both traditional and self directed custodians, and can accommodate holdings such as, private stock, llc units, partnerships, closely held corporations, real estate, private equity, and hedge funds.