ACCESS Wealth Management

Who We Are

ACCESS Wealth Management stands out as an independent Registered Investment Advisor (RIA) built on the values of independence, integrity, transparency, and objectivity. With over 100 years of collective experience, our team of experienced professionals provides personalized wealth management services that empower you to achieve a life well lived. We believe financial planning should be centered around your individual goals and aspirations, with a focus on building a sustainable and enjoyable future.

Our Mission

Our mission is to guide you towards financial security and success through:

• Personalized wealth management: We meticulously tailor our strategies to your unique situation, goals, and risk tolerance.
• Independent research: As an RIA, we are free from the constraints of traditional broker-dealers, allowing us to access and analyze a wider range of investment options.
• Transparency and accountability: We prioritize clear and open communication, providing you with regular updates and detailed reporting on your portfolio performance.
• Client-centered approach: Your success is our success. We prioritize your needs and actively listen to your financial aspirations.

What We Offer

Our expertise spans a diverse range of areas, including:

Investment Management

• Access to top-notch institutional managers across various asset classes.
• Objective review and selection of funds/managers.
• Diversification of your wealth for better risk management.

Financial Planning

• Comprehensive financial plans covering retirement planning, estate planning, and tax optimization.
• Goal-setting and progress tracking to keep you motivated and on track.
• Regular reviews and updates to ensure your plan remains relevant as your life evolves.

Additional Services

• Family Office Services
• Tax Management
• Asset Protection
• Portfolio Risk Analysis
• Market Commentary and Insights

Our Approach

We believe financial success is a journey, not a destination. We are committed to partnering with you every step of the way, providing ongoing guidance, support, and comprehensive solutions tailored to your unique needs.