Who We Are

ACCESS Wealth Management is dedicated to supporting your complete financial life. We work with a select group of high net worth individuals and families like you, and our primary focus is to enable you and your loved ones to enjoy a Life Well Lived.

As goal-based investment advisors with over 106 years of combined experience, we’re committed to helping you successfully achieve your personal and lifestyle goals—while tightly managing the risk you take to do so. This enables us to look at risk in a personal way and to make sure you are in a position to achieve the financial future you desire. Our holistic approach helps you make sound decisions with your money, and will provide you comprehensive solutions to help connect the dots between your reality and your dreams.

Financial decisions today affect family and community tomorrow. A customized plan, aligned with your values and vision, is the first thing we design together. It provides a flexible framework for assembling your portfolio, growing your assets and creating lifelong income.

Complete independence frees us from the narrow niche of products available at traditional broker-dealers. We provide an open architecture platform and offer unbiased recommendations about what will serve you best. As your needs evolve and market conditions change, we’re right there with you, making necessary adjustments in collaboration with your legal and tax advisors.

You’ve worked hard to get where you are. We’ll work hard to help you live well today and build a meaningful legacy for tomorrow.