A complete list of active advisors currently associated with Access Wealth

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

Access Wealth provides discretionary portfolio management and comprehensive financial planning to a diverse client base that includes individuals, high-net-worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities; the firm reports about $539 million in regulatory assets under management across its accounts. Its services include investment management, ongoing financial planning covering retirement, estate, tax and insurance planning, and an account‑aggregation and reporting offering for clients who want consolidated views of holdings. The firm applies Modern Portfolio Theory principles to construct diversified asset allocations and uses an Investment Committee to evaluate and select managers based on multi‑year track records, acceptable risk (standard deviation), historical returns and fee considerations; portfolios are monitored and rebalanced as economic conditions warrant. Access Wealth manages client accounts on a discretionary basis, provides quarterly reports and encourages regular communication and annual plan reviews to align recommendations with changing client circumstances. The brochure discloses several features that differentiate the firm from many peers: some supervised persons are registered representatives of Purshe Kaplan Sterling Investments and may engage in commission‑based brokerage activities outside the advisory relationship, a potential conflict the firm discloses; principals also have business relationships with and provide back‑office services to other advisory entities and maintain ownership links with a related firm (EKS), which the brochure notes as a source of conflicts that the firm seeks to address. The firm’s combination of paid account‑aggregation services, separate implementation relationships with selected managers, and the disclosed non‑advisory activities of certain personnel are presented as operational characteristics clients should consider.

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