Who We Are
At ACCESS Wealth Management, we are goal-based investment advisors with over 100 years of combined experience. Our focus is making sure you are in a position to achieve your financial goals while providing exceptional service along the way. For us, it’s all about you and your loved ones enjoying a Life Well Lived. Because in the end, it’s not the years in your life that count. It’s the life in your years.
Everything we do is based upon our core values of independence, integrity and transparency. As an independent Registered Investment Advisor, we are fiduciaries, here to serve our clients and no one else. Our complete independence frees us from the narrow niche of products available at traditional broker-dealers. We look at risk in a personal way and make sure you are in a position to achieve the financial future you desire, without taking more risk than you are comfortable taking.
Financial decisions today affect family and community tomorrow. 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.