High Net Worth Individuals

Are we a fit?

What if you had a firm to prudently steward your wealth while transparently reporting on results? What if they could explain complexities in simple terms, and track your lifestyle and legacy goals from inception to completion? What if they provided you with a single point of contact to manage it all seamlessly?

Conservative investment approach

ACCESS Wealth Management concentrates on wealth preservation, growing your assets prudently and securely. Our proprietary Income Staging strategy is focused on maximizing the rate at which your investments compound, helping to shield your assets from market volatility. Our aim is to make sure your wealth remains secure for generations to come.

Informative concierge-style service

A high level of transparency, trust and clear communication keeps our client relationships strong and productive. Ask us anything. If we don’t have an immediate answer, we’ll find an expert consultant who does—so you get the advantage of all the brainpower in our network. We work to deliver everything you need, now and for the future.

Real time—any time—information access

View your wealth information and make transactions in real time, whenever it’s convenient for you. Our enhanced connectivity solutions include a secure two-way vault for accessing important data as well as e-signatures from mobile devices for immediate action on your behalf. Robust reporting and financial plan tracking provide an on-going snapshot of exactly where you are and where you’re going.

ACCESS Wealth Management’s comprehensive services for high-net-worth individuals and families include:

  • Investment portfolio optimization
  • Risk protection solutions
  • Tax management and advisory
  • Multigenerational wealth transfers
  • Philanthropic strategies

Day by day, we serve as active stewards of your financial well-being. Whatever you require, we’re going to find a way to help make it happen.