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Asset Preservation Strategies

Asset Preservation Strategies

Protecting Legacies for Generations

(858) 455-1825 Client Portal Broker Check
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Client Portal

Everything You Need To Access Your Client Information

As a valued client of Asset Preservation Strategies, Inc., you can access, monitor, and review your accounts. Our portal offers secure, password-protected access to your updated financial information, investments value, and reports. This is available to you around the clock from any internet-enabled device. Please use the login below to access the portal.

*Please note that you will be redirected to a third-party technology website that is safe, secure, and password protected. You will be leaving the Asset Preservation Strategies website to access your accounts.*

Access Portal

Client Portal Login

FAQs

Is there a fee for an initial meeting?

The first one is on us! The initial consultation is a no-obligation, no pressure conversation to see if it might make sense for us to work together. As a part of APS’s Comprehensive Wealth Management Process, we want to ensure that we are able to assist you in achieving your goals and objectives or in alleviating any significant financial challenges. Learn more about our process here.

What makes you different from other advisors?

Our purpose is to enhance your financial well-being. While some firms claim to offer “comprehensive” wealth management, we take a slightly different approach by engaging in “collaborative” wealth management – with a personal touch.

If you’re a business owner wanting to partner with someone who can integrate your business planning with your personal planning click here to learn more.

If you’re an individual or family click here to learn more about how we can address your specific situation and needs.

How are you compensated?

We have a simple fee structure based on your needs. We charge financial planning fees for the intellectual capital of our advisory services, where 90% of the value is derived. Are you a:

  • Business Owner
  • Individual/Family

Does Asset Preservation Strategies hold my money?

Currently, we manage money for our clients on Schwab, Fidelity, NFS, Ameritrade, and Millennium Trust Platforms. We will help you make informed choices about your custodian. Your custodian will send you monthly statements, and tax reporting annually.

How can I make the most of your services?

You can expect a collaborative approach with a personal touch that offers reassurance and a sense of relief that your resources are in capable hands. You can make the most of our work together by engaging, asking questions, and helping us understand your financial challenges and vision.

Who is Axxcess Wealth Management, LLC?

Advisory services provided by Asset Preservation Strategies, Inc. (APS), are through our parent company Axxcess Wealth Management, LLC, an Investment Adviser registered with the SEC.

What is your investment philosophy?

Our investment philosophy is determined by each client’s objectives, after which a customized portfolio is designed to meet your specific goals.

How can I get started?

We are grateful for your interest! If you haven’t already, we’d like to invite you to take a look at what we can offer and what our process looks like here. We want to ensure that we are able to assist you in meeting your goals and objectives or in alleviating any significant financial challenge. In order for us to do this and learn more about you, we offer a complimentary consultation. Click the button below to schedule yours now!

Schedule Free Consultation

If I’m not sure I’m ready to commit to a partnership, how can I learn more about you?

We understand if now might not be the right time, however, we would still love to provide you with tools, updates, and advice that can help you in the “right now.” Click here to sign up for our newsletter.

Who would I be working with?

We believe that our team is our greatest asset. Composed of talented, knowledgeable individuals we pride ourselves on selecting a well-rounded team. To learn more about our team click here.

What is a client portal?

This is a tool we offer to our clients that allows them to track performance, holdings, balances and cash flows for held away, and APS managed accounts. Our portal is designed for both individual family members and their authorized advisors. In the portal, you can easily set up complex wealth structures and invite next-generation family members to view and interact with their specific interests.

How do I register and create my Client Portal?

Begin the process by registering in our APS Wealth Management Portal. We’ll get to know some preliminary things about your current situation. Once you register and link your accounts, you will be able to create customizable balance sheet views that allow us to highlight and address focus areas of your financial situations.

Register now

How do I link my account in my client portal?

Our Intelligent Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments. We encrypt your data with the AES-256 encryption standard and store it at industry-leading data centers that are fully SOC1/SOC2/SOC3 Type II certified. You can link your outside accounts through the “Insights” page once you register by clicking the button “Add Accounts.” Implement investment strategies using institutional separate account managers. Blend ETF, fixed income, and mutual funds in the same account as your managed strategies. Report, monitor and analyze hedge funds, private equity, and real estate within the same report portal.

Schedule Free Consultation

Contact Us

San Diego Location

3636 Nobel Dr, Suite 440
San Diego, CA 92122

Telephone: (858) 455-1825
Fax: (858) 455-6211


Santa Barbara Location

1608 Anacapa St.
Santa Barbara, CA 93101

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Investment Advice is offered through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521. It is important to read our disclosures available at this link: https://www.belpointeasset.com/disclosures Belpointe Asset Management, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or services Belpointe Asset Management offers, or that its personnel possess a particular level of skill, expertise or training. Belpointe Asset Management mainly provides investment advice to individual investors.

While the Advisor uses reasonable efforts to obtain information from sources believed to be reliable, the Advisor makes no representation that the information or opinions contained in this website are accurate, reliable, or complete. All information and opinions contained in this website are subject to change without notice.

All investments carry a degree of risk, and there can be no assurance that the future performance of any specific investment or investment strategy proposed or implemented by a representative of Belpointe Asset Management LLC will be profitable or achieve proposed investment objectives. Past performance should not be considered indicative of future results.

This material is limited to the dissemination of general information pertaining to advisory services. Nothing available on this website constitutes specific investment advice, tax or accounting advice, legal, insurance, or regulatory advice or an offer to sell or a solicitation of an offer to buy any security.

This website contains external links to third party content (which is content hosted on websites not affiliated with Belpointe Asset Management LLC.) Belpointe Asset Management does not endorse or accept responsibility for the content, or the use of any third party website. All such information and access is provided solely for convenience purposes only.

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