AXXCESS WEALTH MANAGEMENT, LLC

AWM provides advice through consultation with clients, covering areas like financial objectives, risk management, capital allocation, budgeting, and strategic planning. Their services include investment management, retirement plan design, and insurance review. AWM prioritizes client interests, transparent communication, and high ethical standards, fostering collaboration with the client's existing advisors. AWM's core services are tailored to each client, with accounts monitored monthly to meet evolving financial needs. IARs assist clients in investment decisions by understanding their financial goals in areas like investment allocation, retirement planning, and estate planning. AWM reviews the client's financial position and often establishes a customized Investment Policy Statement (IPS) for each client or managed account.

AWM implements various investment strategies tailored to individual clients based on their objectives, which are determined through consultations and can be changed at any time. These strategies primarily focus on long-term investment using asset allocation decisions rather than market timing. However, AWM may also employ short-term trading strategies internally or through external managers. Individual securities are selected based on a company's financial strength, growth potential, and ability to align with client objectives. Client investment instructions are generally communicated through asset allocation strategies, which can be created by the client's primary advisor or the AWM IOC. These strategies may involve model portfolios or a combination of models, representing investment recommendations in the form of a list of securities and their relative weights. Investment advice is provided with the Client making the final decision on investment selection in most cases.

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