Axxcess Wealth Management Welcomes New Chief Wealth Officer
Axxcess Wealth Management, a prominent platform tailored for affluent clients and their advisors, has exciting news regarding leadership changes. The company is thrilled to announce the appointment of Deron T. McCoy, CFA, CFP, CAIA, AIF, as the new Chief Wealth Officer. This decision marks a significant step forward in Axxcess' commitment to offering personalized strategic insights amidst the complexities of the current investment landscape.
Deron McCoy’s Wealth of Experience
Deron McCoy brings with him an impressive track record of over 20 years in institutional asset management. Throughout his career, he has demonstrated an ability to grow investment programs notably, scaling assets from $200 million to an astounding over $20 billion. As Chief Wealth Officer, McCoy will be instrumental in guiding Axxcess’ expansive advisor network, focusing on investment strategy, macroeconomic insights, and tailored portfolio development.
Transforming Wealth Management Strategies
McCoy highlights a pivotal shift in the approach to wealth management. He asserts, “We’re building more than portfolios. We’re establishing frameworks that empower advisors to pursue growth without losing control, precision, or favorable tax outcomes.” With innovative strategies combining direct indexing and long-short capabilities, Axxcess aims to enhance not just growth for investors, but also their ability to retain wealth effectively.
Introduction of Enhanced Wealth Management Services
The launch of Axxcess’ Enhanced Wealth Management service is central to this strategic vision. This innovative offering equips advisors with tools for tax-efficient direct indexing, personalized harvesting strategies, and long/short overlays—all integrated within a seamless UMA framework. Under McCoy’s expert guidance, Axxcess is tirelessly working to ensure that its platform provides personalized investing with the depth and efficiency of institutional management.
Empowering Advisors Amidst Market Pressures
Cory Persson, CFA CFS and Chief Investment Officer of Axxcess, adds, “Advisors are increasingly tasked with proving their distinct value. This launch grants them robust, institutionally-supported capabilities that empower clients to manage taxes while not compromising on growth, flexibility, or control.”
Adapting to Evolving Industry Demands
The announcement of McCoy’s appointment comes at a crucial time, as large independent registered investment advisors (RIAs) are actively seeking ways to personalize their offerings at scale. Many are eager to transition from outdated systems, partnering with platforms that cater to the sophisticated needs of their clients, complex household arrangements, and swiftly changing compliance requirements.
About Axxcess Wealth Management
Axxcess Wealth Management operates as a hybrid Registered Investment Advisor (RIA) and TAMP, delivering institutional-grade investment and operational resources to high-net-worth advisors and their clients. With a comprehensive range of offerings in tax-aware investing, direct indexing, alternatives, UMA technology, and integrated service operations, Axxcess empowers firms to grow confidently. The platform facilitates bespoke portfolio designs while incorporating scalable, technology-driven support to alleviate operational challenges. Axxcess supports advisors throughout the U.S., managing more than 11 billion in assets on its platform.
Frequently Asked Questions
Who is the new Chief Wealth Officer of Axxcess Wealth Management?
Deron T. McCoy has been appointed as the Chief Wealth Officer.
What experience does Deron McCoy bring to Axxcess?
McCoy has over two decades of experience in institutional asset management, successfully increasing assets from $200 million to over $20 billion.
What is the focus of Axxcess Wealth Management's Enhanced Wealth Management service?
The service aims to provide tax-efficient direct indexing and customized portfolio strategies to advisors to enhance client outcomes.
How is Axxcess adapting to market pressures faced by advisors?
Axxcess is empowering advisors with institutional-grade resources and strategies that promote growth without compromising control or tax efficiency.
What does Axxcess Wealth Management offer?
The firm provides a hybrid model that combines tax-aware investing, direct indexing, and advanced technology solutions to support high-net-worth advisors.
