Axxcess Wealth Management, a TAMP platform for high-net-worth clients and their advisors, has appointed Deron T. McCoy, CFA, CFP, CAIA, AIF, as Chief Wealth Officer. This strategic move enhances Axxcess’s commitment to providing personalized insights for advisors in the current complex investment environment.
With 20+ years of experience in institutional asset management, McCoy has successfully scaled investment programs from $200 million to over $20 billion in assets under management (AUM). In this role, he will provide investment strategies, macroeconomic insights, and customized portfolio designs that combine traditional and tax-efficient investing, with a focus on maximizing after-tax net worth.
Axxcess’s new Enhanced Wealth Management service is key to this vision, providing tax-efficient direct indexing and personalized harvesting strategies within a unified Universal Managed Account (UMA) framework. McCoy’s leadership aims to deliver personalized investing while minimizing operational complexity.
KEY QUOTES:
“We’re building more than portfolios. We’re building frameworks that let advisors say yes to growth without sacrificing control, precision, or tax outcomes. By combining direct indexing with long-short capabilities and coordinated income-offset strategies, we’re helping investors do more than grow—we’re helping them keep more.”
Deron McCoy
“Advisors are under pressure to demonstrate differentiated value. This launch gives them a powerful, institutionally backed capability to help clients mitigate taxes without sacrificing growth, flexibility, or control.”
Cory Persson, CFA CFS, Chief Investment Officer of Axxcess
