Portal

Portal

AGGREGATION | ONBOARDING | SCALE

Engage

BUSINESS DEVELOPMENT

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard Lorem Ipsum has been the industry’s standard Lorem Ipsum has been the industry’s standard

Axxcess has a development and creative team in house to design your Advisor site to give you more than a digital presence.

Give your prospects an experience before becoming a client. Onboard your prospects outside accounts, bank, lending, and private assets within your own branded environment. No more statements!

Talk to a consultant

Target Your Audience

Prospects in Retirement

Executives

College Planning

Core Functionality

The prospect portal technology allows you to revolutionize your business development process. Prospects on-board their outside accounts from within your branded client portal. Create proposals, financial plans, risk analysis, and engage your prospects in a way other Advisors simply can't.

Engage
Develop
Digitally Onboard
Scale
Client Experience
Retain

Meet Your Advisor

Find your advisor.

Are you a Prospect?

Please click the link to onboard.

Executives

Michael Seid – CEO

Michael Seid has more than 20 years of investment, finance, management and operations experience. He is CEO of Axxcess Wealth Management, an SEC Registered Investment Advisor. Mike received his B.S. in Biology and B.A. in Economics and Finance from the University of California, at San Diego in 1996.

Jon Brackman, CIMA®, MBA – Managing Partner

Jon Brackmann is Managing Partner of Axxcess Wealth Management where he has worked with clients and the team of investment advisors since 2011. He is based out of the Scottsdale, Arizona branch of Axxcess where he oversees the operations and trading departments of the firm. Jon is also responsible for working on the design and execution of the Axxcess Customized Portfolio Platform. Prior to working at Axxcess, Jon spent 12 years working for a $20B global money management company, Calamos Investments.

Staff

Adrienne Rivett, AIF – Director of Platform Services

Amber White is Director of Operations of Axxcess Wealth Management where she has run operations, technology, billing, and administration for the firm since 2015. Her experience in operations and technology began in 2010 at a $3B broker-dealer in Rancho Bernardo, California before moving to First Allied Securities in downtown San Diego prior to joining the Axxcess team.

Eve Martinez – Operations Associate

Eve is an Operations Associate at Axxcess Wealth Management and helps oversee administration and custodial documentation and implementation. He assists IARs of the firm with servicing their clients and answering questions related to technology on the Platform.

Matt Merrill – Operations Associate

Matt is an Operations Associate at Axxcess Wealth Management and assists the operations and administration team with paperwork and processing functions. He also works with the Finance department with data aggregation and compilation.

Advisors

Rocky Binkowski

Rocky Binkowski has been with Axxcess Wealth Management since 2015 and brings 11 years of experience with him in the Financial Services industry. Prior to that, he spent time as an executive in the hotel industry in both Las Vegas and San Diego.

Scott Karl

Scott Karl is a Financial Advisor with Axxcess Wealth Management. He made the transition from venture capital to personal wealth management in 2011. In his early years, Scott enjoyed an enviable 6 year Major League Baseball career spanning 3 teams as a starting pitcher. Scott is keenly aware of the financial needs and intricate nature of high net worth individuals. He works tirelessly for his clients creating and adopting custom-built plans for wealth preservation, retirement income, and legacy planning.

Kevin Manzo

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 15 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.

Dennis Manzo

Dennis Manzo is a Financial Advisor with Axxcess Wealth Management. He joined the Axxcess office in Orange County in 2017 to support the client experience of high-net-worth individuals and their families as well as business owners. Mr. Manzo has over 20 years of experience in organizational leadership within his roles of being Vice President of Finance and President of Operations within the Private Equity sector.

Dennis holds a Masters of Arts in Business Administration from the University of Redlands as well as select organizational leadership courses from the University of Southern California.

Erik Simmons

Erik Simmons joined Axxcess Wealth Management in 2015. The primary role of a Wealth Advisor from a client’s perspective is solving or enhancing their financial situation. Most advisors believe it is the ability to deliver an unlimited array of solutions to meet the needs of our clients. The hard and fast reality of our industry is that very few advisors can actually deliver. Axxcess Wealth Management was built to serve the diverse needs of their clients. In his 20+ years in the industry, Erik feels fortunate to be part of a team which supports the needs of his ever evolving audience.

Tag Gajdalo

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.

© Copyright - Axxcess Wealth Management, LLC