AxxcessLink LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Axxcess Link provides a successful defined contribution plan should not be a challenging proposition. However, success requires an understanding of the marketplace, and recognition of where conflicts of interest present themselves. You are a fiduciary under ERISA, and as such, you have an obligation to meet standards and practices as a steward of your employees assets. Axxcess-Link can help you understand and meet these obligations and develop a plan framework the maximizes flexibility, transparency, and minimizes future service disruptions


Axxcess-Link focuses the plan sponsor on the custodian. We believe that the proper choice of custodian can eliminate the disruption of moving a plan in the future. By combining the investment benefits of using an investment custodian, a plan can build its TPA, Record-keeper, and Consultant service model without having to disrupt or move the plan.


Axxcess Link’s proposal explains what plan sponsors should know about their current plan, and compares the fees, investment, and service provider relationship to an open architecture program that combines conflict-free investment selection, with the freedom to interchange service providers without future disruption to the plan.

Axxcess Wealth Management, LLC is a strategic advisor to business owners, family offices and high net worth individuals. We provide customized investment and advisory solutions to position their wealth on a path of sustainability. 

We work with our clients to develop value oriented solutions to the challenges that decision makers face managing their financial affairs.

Our firm is staffed with professionals with a high commitment to education and professional excellence. Our resources include specialists in real estate, private equity, investment banking, risk management, and fiduciary investment management services.

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