A complete list of active advisors currently associated with ACCESS Wealth Management, LLC

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

ACCESS Wealth Management primarily serves individual and high-net-worth clients with tailored portfolio management and private wealth services, and also provides retirement-plan consulting and non-discretionary advice on private fund investments and 401(k) accounts. Engagements are offered through two core programs (AWM Portfolio Management and AWM Private Wealth Management) as well as optional family office services delivered by an affiliated entity. The firm implements client Investment Plans using a mix of mutual funds, ETFs, individual equities and bonds, third‑party separate account managers, and alternative investments, and it manages portfolios on both discretionary and non‑discretionary bases. AWM also offers a Hedged Equity Strategy — a covered‑call overlay that uses options as a tax‑efficient hedge and is managed separately from core advisory services. AWM is notable for its affiliated real‑estate and private‑fund activities: an affiliate sponsors pooled real‑estate vehicles and operating companies that AWM may offer to clients on a non‑discretionary basis, and those affiliated vehicles pay performance allocations to the affiliate, creating potential conflicts of interest. The firm’s advisers also have other industry affiliations (including registered representative relationships with a broker‑dealer and a separate family‑office affiliate), and AWM explicitly uses option derivatives in separately managed account overlays — features that are less common among peers.

To learn more about the advisors currently working at ACCESS Wealth Management, 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.