Business Owners & Executives

As a successful businessperson, you focus on your company. As wealth management experts with a proven record of beneficial outcomes, we focus on helping you strategically manage your assets. ACCESS Wealth Management’s deep familiarity with entrepreneurial culture means we can assist you as a supportive and knowledgeable ally.

Navigating business complexities

Whether you’re growing or selling a business, we can help with safeguarding the wealth you’ve accumulated, meeting your investment objectives, and fulfilling your legacy wishes. We do that by working closely with you and any of your other professional advisors to develop customized solutions to your complex requirements.

Integrated financial solutions

Bridging the divide between personal and professional financial objectives is another of our specialties. Operating with a clear understanding of your complete financial life, we can help you correctly position business, personal, and family wealth management goals within a fast changing global economy.

Building a relationship with ACCESS Wealth Management will provide you with an extensive range of customizable solutions, including:

  • Detailed financial planning
  • Personal investment portfolios
  • Asset allocation
  • Trust services, including tax-efficient Delaware Trusts
  • Cash management strategies
  • Liability management
  • Estate investment planning for executives
  • Stock-option exercise and sale programs
  • Tax planning and management
  • Corporate cash management and stock repurchase
  • Retirement plans:
    • 401 (k) plan services
    • Comprehensive IRA solutions
    • Employee benefit plans
    • Pension and profit-sharing plans
    • Specialized retirement plan services
  • Business insurance coverage assessment
  • Business sale proceeds investment
  • Corporate finance services (for mature middle-market companies)

Our on-going commitment is to serve your complete wealth management needs with highly attentive service and leading-edge solutions—today and in the future.