Kevin Manzo
Financial Advisor
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.
Schedule a time to talk or register below to take a tour of the Axxcess Portal.
Manzo@axxcesswealth.com 858.217.5347
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Returning users
Services
Offered on the Axxcess Platform
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.
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Kevin Manzo
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