What We Offer
Goal-Based Solutions
Being in a position to realize your goals is the only true measure of successful investing.
Wealth management touches all aspects of your life—from planning for a child’s education to buying property, retiring and transferring your wealth. As goal-based investment advisors, ACCESS Wealth Management measures portfolio performance based on its success at meeting your objectives—in contrast to conventional investing methodologies, which measure success as a return against a particular benchmark. Our planning and investment strategy flows from a focus on maximizing the likelihood of achieving the future you want, and we develop a holistic financial plan to support the personal and lifestyle goals you identify as needs, wants and wishes.
Concierge Style Service
Our answer is yes.
We’re experts. Not just about wealth management, but about you. Understanding who you are, and what you need, is at the heart of every ACCESS Wealth Management relationship. Our team is united by a dedicated, personalized focus on you. Why is that so important? Because support based on active understanding gives rise to effective solutions. So whatever you require, we’re going to find a way to help make it happen for you.
Real time—any time—information access.
View your wealth information and make transactions 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.
Proven Strategies
What you keep matters more than what you make.
Despite all of our technological advances, the world continues to invest the vast majority of its wealth using a combination of gut instincts, hunches, and emotionally driven decisions. When markets pull back, these same instincts cause investors to pull the plug—locking in their losses. They wait until the market “feels safe” again before reinvesting at the top. Then the cycle repeats.
At ACCESS, we don’t sit back and wonder if your risk preference will allow you to achieve your goals—we calculate the actual probability and build you a road map to success. Using a sophisticated risk alignment tool, we stress test your portfolio for a variety of stock and bond market scenarios. With one click, we can model exactly how an interest rate jump or financial crisis would impact your portfolio. This provides you with better information and greater peace of mind.
In addition, we work to optimize investment diversification utilizing newer ways of thinking—including real estate and global opportunities. Through diligent management and leading-edge portfolio-building tools, we work to hold your gains steady and secure—for your lifetime.
Independent Vision
Forget cookie cutter solutions. You deserve better.
As an autonomous firm, we’re not in the business of selling you anything. Unbiased, high quality information is our specialty. Free from bureaucracy or divided loyalties, we stay focused on what will serve you best. Managed carefully and creatively, your investment portfolio can carry you all the way through the accomplishments you envision for yourself, your family, and your impact on the world. Our passion is seeing you succeed. And our independence leaves us unafraid to recommend options that are unconventional, but true to where your personal values and vision are taking you.
Communication and Connectivity
We make sure all lines are clear.
We’ve earned our reputation for trustworthiness and integrity by keeping clients involved in the process with straightforward communication about our recommendations, decisions and fees. We’re known for our simplified explanations of complex investment structures—because you can’t own what you don’t understand. Staying fully engaged with you is vital to the way we work. We provide a variety of secure, globally accessible communication choices so that wherever your life takes you, 24 hours a day you’re only a click away from the information you need.