Access Wealth is a privately-owned, second-generation wealth management firm that employs a holistic and comprehensive approach to financial planning and investment management. We provide expert guidance on every aspect of life that impacts your ability to achieve financial independence. For more than 30 years, our independent approach has helped clients accumulate, protect and ultimately pass their wealth from generation to generation in an efficient manner.
Located in East Hanover, NJ, we work with high-net-worth individuals, entrepreneurs and executives, young and mature families, retirees, 401(k) plans, and pension plans.
Our process is simple to understand.
(1) Help define your short- and long-term personal and financial goals
(2) Design comprehensive financial plans and strategies to meet those goals; or if you prefer, an investment plan that focuses on your portfolio only
(3) Assist with every phase of implementation
(4) Provide ongoing monitoring
(5) Rebalance, as needed
You always have direct access to the most senior advisors who are managing your money. We take pride in the personal rapport and strong relationships we forge with our clients. These connections mean we are well-positioned to make timely recommendations as life's events unfold.
Our advisors are CERTIFIED FINANCIAL PLANNER™ professionals (CFP®), Certified Public Accountants (CPA), Personal Financial Specialists (PFS), Chartered Financial Consultants (ChFC®), Registered Financial Consultants (RFC), and Accredited Asset Management Specialists (AAMS). In addition, many have received ongoing recognition as Five Star Wealth Managers. As an additional testament to their knowledge, the media, universities, and private organizations frequently invite them to speak and write on a wide variety of investment and financial topics.
FOLLOW US here to stay informed about relevant financial topics and to access our blog and quarterly newsletter.
Company Details
- Employees
- 15
- Founded
- -
- Address
- 120 Eagle Rock Ave,
- Phone
- +1-973-740-2400
- in****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- access-wealth.com
- Keywords
- Comprehensive Wealth Management, Investment Advisory, Financial Planning, Retirement Planning, Tax Efficient Investing, Insurances, Philanthropy Planning, Family Wealth Planning.
- HQ
- East Hanover, New Jersey
Access Wealth Questions
Access Wealth's helpline number is +1-973-740-2400
Access Wealth's website is access-wealth.com
Access Wealth's LinkedIn profile is https://www.linkedin.com/company/access-wealth
Access Wealth has
15 employees.
View email and phone details for 15
employees at Access Wealth.
Access Wealth's industry is
Financial Services
Access Wealth's top competitors are
Blue Sky Equity Partners,
21 West Wealth Management Llc,
Nataly,
Ud Group,
Liberty Wealth Partners Ltd,
Blue Sky Properties Inc.,
Main Street Financial Life Advisors, Llc®,
Achieve Wealth,
Access Wealth,
Web Katalyst.
Access Wealth's support email address is info@access-wealth.com
Access Wealth's categories are Financial Services
Access Wealth's founding year is 1987
