ACCESS Wealth Management, LLC

Anthony Christensen is a financial advisor at ACCESS Wealth Management, LLC in Louisville, KY, holding a Series 66 designation with 26 years of industry experience. His prior roles include positions at Private Client Services and Purshe Kaplan Sterling Investments, alongside over two decades at Access Wealth Management, Inc. He serves as a board member for the Juvenile Diabetes Research Foundation and holds board roles with the Nick Lachey Foundation and the Wendy Novak Pediatric Diabetes Care Center. ACCESS Wealth Management primarily serves individual and high-net-worth clients with tailored portfolio management, private wealth services, retirement-plan consulting, and non-discretionary advice on private fund investments and 401(k) accounts. The firm employs a diverse investment approach including mutual funds, ETFs, equities, bonds, third-party managers, and alternative investments, and is notable for its affiliated real estate and private fund activities and use of option derivatives in portfolio management.

Caitlin Rose is a financial advisor with ACCESS Wealth Management, LLC in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. She has worked at ACCESS Wealth Management, Inc. since 2009 and has prior experience with Purshe Kaplan Sterling Investments and Private Client Services. In addition to her advisory role, she is involved with ACCESS Family Office Services, providing bookkeeping, bill payment, and tax services. ACCESS Wealth Management primarily serves individual and high-net-worth clients with tailored portfolio management and private wealth services, offering retirement-plan consulting and non-discretionary advice on private fund investments and 401(k) accounts. The firm uses a diverse investment approach, including mutual funds, ETFs, individual equities and bonds, third-party managers, alternative investments, and option-based strategies.

Brad Hellman is a CFP® with seven years of industry experience. He has been with ACCESS Wealth Management, LLC since 2026 and has been associated with the firm’s predecessor, Access Wealth Management, Inc., since 2015. ACCESS Wealth Management primarily serves individual and high-net-worth clients with tailored portfolio management and private wealth services, including retirement-plan consulting and non-discretionary advice on private fund investments and 401(k) accounts. The firm employs a mix of mutual funds, ETFs, equities, bonds, and alternative investments, managing portfolios on both discretionary and non-discretionary bases, and offers a Hedged Equity Strategy using options as a tax-efficient hedge.