Access Wealth

Lawrence Zagarola is a Series 65 licensed financial advisor with 23 years of industry experience. He has been with Access Wealth Planning LLC since 2004. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles and uses an investment committee to construct diversified models and evaluate third-party managers.

Carl Cappadona is a financial advisor at Access Wealth with 18 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2006. Outside of his advisory role, he provides business development and accounting and tax services at JH COHN LLP and consults on management controls and reporting for St. John Vianney High School. Access Wealth serves individual and high-net-worth clients as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to create diversified portfolios and evaluate third-party managers based on performance, risk, and fees.

Howard Hook is a CFP® with 23 years of industry experience, currently affiliated with Access Wealth. He has worked at DHH Advisors, LLC since 2013 and has been involved with Access Wealth Planning LLC since 2001. In addition to his advisory role, he provides income tax preparation services as a CPA. Access Wealth serves individual and high-net-worth clients as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm applies Modern Portfolio Theory through an investment committee that constructs diversified models and evaluates third-party managers based on performance, risk, and fees.

Michael Chomiak is a financial advisor at Access Wealth with 19 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2001. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles and uses an investment committee to construct diversified models and evaluate third-party managers.

Howard Milove is a financial advisor with Access Wealth, holding a Series 66 designation and 27 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2015 and is a principal at DHH Advisors LLC and Access Wealth Planning LLC. Milove is also licensed as an insurance agent in New York, New Jersey, and Connecticut. Access Wealth provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in constructing diversified portfolios and uses an Investment Committee to select managers based on multi-year track records, risk, returns, and fees, managing approximately $539 million in regulatory assets.

Alan Merker is a financial advisor with Access Wealth in Totowa, NJ, holding a Series 66 designation and 12 years of industry experience. He has been associated with Access Wealth Planning, LLC since 2013 and has longstanding roles at Tuthill & Merker, LLC and Morris Merker & Co, LLC, the latter being a non-investment related business. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm applies Modern Portfolio Theory through an investment committee that constructs diversified models and evaluates third-party managers based on performance, risk, and fees.

Levan Chubinishvili is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Access Wealth, where he has served since 2018, and was previously employed at Hennion & Walsh Inc. from 2014 to 2018. Access Wealth provides discretionary portfolio management and comprehensive financial planning to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in constructing diversified portfolios and employs an Investment Committee to select managers based on risk, returns, and fees.

Eleanore Szymanski is a CFP® with 19 years of industry experience. She is affiliated with Access Wealth and has previously worked at The Financial Planning Answerplace, LLC and EKS Associates, LLC. Access Wealth provides discretionary portfolio management and comprehensive financial planning to a diverse client base, including individuals, high-net-worth clients, and various organizations. The firm employs Modern Portfolio Theory in constructing diversified portfolios and uses an Investment Committee to select managers based on multiple criteria, managing approximately $539 million in regulatory assets.

Darren Zagarola is a CFP® with 19 years of industry experience, currently serving at EKS Associates in Princeton, NJ. He has been involved with Dhh Advisors, LLC since 2013 and Access Wealth Planning, LLC since 2006, where he works as an investment advisor and financial planner. EKS Associates primarily serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and other entities, managing approximately $300 million in client assets. The firm employs a long-term, asset-allocation focused investment approach with a preference for mutual funds and ETFs, providing non-discretionary investment management and individualized financial planning.

Jeffrey Schwartz is a financial advisor at Access Wealth in Clifton, NJ, with 24 years of industry experience. He holds a Series 66 designation and has been a CPA partner at Gregory and Schwartz, a CPA firm, since 1991. Jeffrey has held roles at Access Wealth Planning LLC and Royal Alliance Associates since 2001. Access Wealth provides discretionary portfolio management and comprehensive financial planning for individuals, high-net-worth clients, and various institutional entities. The firm applies Modern Portfolio Theory in its investment approach and uses an Investment Committee to oversee manager selection and portfolio monitoring.

Mark Weisholtz is a financial advisor at Access Wealth with 19 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2006. In addition to his advisory role, he has operated Mark Weisholtz CPA since 1982. Access Wealth serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management and comprehensive financial planning, employing Modern Portfolio Theory and an investment committee to guide diversified investment strategies.

John Petrella is a financial advisor with Access Wealth in Totowa, NJ, holding a Series 66 designation and 12 years of industry experience. He has been with Access Wealth Planning, LLC since 2013 and is also associated with Tuthill and Merker, LLC, and Morris Merker & Co, LLC. Access Wealth serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to build diversified models and evaluate third-party managers.