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, transparency, and objectivity. 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.

We offer the combination of top institutional manager access along with complete objectivity. If you hire a firm to manage your money and they trade it themselves, ask yourself this question—how are they going to review their trading objectively? They can’t, you’re asking them to review their own work. And if you went directly to a top institutional manager you would only get their own investment lineup. They aren’t going to put you in their competitors funds no matter how great they may be. Here at ACCESS, we can spread your wealth among several institutional managers and use the best of the best from each of them. That’s a win for our clients. So, not only do we provide unparalleled access to many of the top institutional managers in the business, we also do so with complete objectivity to monitor the work of those managers. We believe that’s a very distinct advantage that you won’t find elsewhere.

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.

An Independent Financial Advisor