A complete list of active advisors currently associated with Access Wealth Group, LLC

Warmer can help you find a great advisor at Access Wealth Group, LLC or one who fits your needs even better.

Access Wealth Group provides investment management and financial planning primarily to individual and high-net-worth clients, using percentage-of-AUM billing and discretionary portfolio management. Founded in 2023, the two-advisor firm reports roughly $19.6 million in assets under management across about 219 client relationships. The firm emphasizes a model-driven investment approach, offering 12 age-based “Access Life Cycle” portfolios (Early Birds through Golden Age) and tactical asset-allocation adjustments guided by proprietary models, fundamental/technical/cyclical analysis, and a weekly “Fabian” trend line. In addition to the life-cycle suite, Access Wealth Group offers optional model-guided strategies — including S&P Sector Rotation, U.S. All‑Cap, World, and Emerging Wealth portfolios — and may recommend tactical hedging and limited “best idea” allocations. What distinguishes the firm from many peers is its role in sponsoring proprietary portfolio programs and offering model-driven strategies targeted at institutional and hedge-fund investors as well as select individuals, despite its small advisor count and modest AUM. The brochure also describes a broad financial-planning and client-education emphasis — delivering written plans, model explanations, and participating in client meetings with attorneys or other advisors — features that extend beyond standard discretionary portfolio services.

To learn more about the advisors currently working at Access Wealth Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.