CARLSBAD, Calif., Aug. 2, 2024
/PRNewswire/ -- Axxcess Platform announces today that Colonial
River Wealth Management has completed a strategic integration with
the Axxcess Platform, a leading provider of wealth management
solutions for high-net-worth clients and the advisors that service
them. The partnership delivers value-added operational and
administrative services coupled with significant enhancements to
the firm's client experience.
"Axxcess is a TAMP that partners with more than 8 custodians
and helps us immediately expand our suite of services to our
clients," said Devin Garofalo, CEO of Colonial River. "This
gives our clients the ability to hold their assets in the custodian
that they feel most comfortable with, access lending and research,
while Axxcess provides a white labeled platform that is driven
through our brand. Axxcess provides us with a wide variety of
institutional managers coupled with alternative managers in a
seamless UMA/UMH experience. Their trade order management
system ensures that client trades are done efficiently and
effectively."
About Colonial River Wealth Management
Headquartered in Virginia,
Colonial River has five offices and serves more than $580 million of customer assets and provides
planning, investment services, and retirement services. Colonial
River is an SEC Registered RIA. Securities offered through LPL
Financial, member FINRA/SIPC. Investment advice offered
through Colonial River Investments, LLC. a registered investment
advisor. Colonial River Investments and Colonial River Wealth
Management are separate entities from LPL Financial.
About
Headquartered in Carlsbad CA,
the Axxcess Platform is a leading TAMP focused on high-net-worth
clients and the advisors that serve them. Axxcess is an SEC
registered firm. To learn more about Axxcess Platform, please
visit: https://axxcessplatform.com/
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SOURCE Axxcess Platform