..
About ACCESS WEALTH MANAGEMENT, INC.
ACCESS WEALTH MANAGEMENT, INC. is a leading financial services firm that specializes in helping individuals and businesses achieve their financial goals. Founded in 2003, the firm has been providing expert financial advice and personalized wealth management services for over 17 years. With a team of highly skilled and knowledgeable advisors, ACCESS WEALTH MANAGEMENT, INC. prides itself on its client-centric approach and commitment to delivering exceptional results.
How does the advisor help clients – Key Takeaways:
- ACCESS WEALTH MANAGEMENT, INC. offers a wide range of financial services to help clients reach their financial goals.
- The firm provides customized wealth management solutions tailored to each client’s unique needs and objectives.
- ACCESS WEALTH MANAGEMENT, INC. serves a diverse client base, including individuals, families, and businesses.
- The firm’s advisors are committed to providing value and building long-lasting relationships with their clients.
Facts and Insights
In addition to its impressive track record and experienced team, there are some notable facts and insights about ACCESS WEALTH MANAGEMENT, INC. that highlight its success and capabilities.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 17 years |
According to publicly available information, as of 2020, ACCESS WEALTH MANAGEMENT, INC. manages over $1.5 billion in assets for its clients. This is a testament to the firm’s success and the trust its clients have in its services. With a team of 10 experienced advisors, the firm is able to provide personalized and attentive service to each client. Over its 17 years in business, ACCESS WEALTH MANAGEMENT, INC. has developed a strong reputation for its expertise and commitment to its clients’ financial well-being.
Financial Services Offered
ACCESS WEALTH MANAGEMENT, INC. offers a comprehensive range of financial services to address various aspects of its clients’ financial lives. These services include but are not limited to:
- Wealth management
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance services
By offering these financial services, ACCESS WEALTH MANAGEMENT, INC. is able to provide holistic and integrated solutions to its clients, taking into account their unique circumstances and goals.
Client Types
ACCESS WEALTH MANAGEMENT, INC. serves a diverse group of clients. The firm’s services are tailored to meet the needs of individuals, families, and businesses. Whether a client is just starting to build their wealth, planning for retirement, or looking to manage their business’s finances, the firm has the expertise and resources to help them achieve their financial goals.
Fees & Compensation
The fees and compensation structure at ACCESS WEALTH MANAGEMENT, INC. is transparent and based on a percentage of assets under management. This approach aligns the firm’s interests with those of its clients and ensures that its advisors are motivated to achieve the best possible results for their clients. The firm’s advisors do not earn commissions on products or services recommended to clients.
Background
The team at ACCESS WEALTH MANAGEMENT, INC. is made up of highly qualified and experienced professionals with diverse backgrounds and expertise. The firm’s advisors have a range of certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA). This diverse and knowledgeable team allows the firm to provide well-rounded and comprehensive financial advice tailored to each client’s unique needs.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, ACCESS WEALTH MANAGEMENT, INC. is held to a fiduciary standard, which means it is legally obligated to act in its clients’ best interests. This standard ensures that the firm’s advisors always prioritize their clients’ needs and objectives. Additionally, the firm has a strict code of ethics and maintains full compliance with all regulatory requirements.
In conclusion, ACCESS WEALTH MANAGEMENT, INC. is a top-rated financial services firm that offers a wide