Who We Are

Thirty (Plus) Years of Solutions

Access Wealth is a privately-owned, second generation wealth management firm that employs a holistic and comprehensive approach to financial planning and investment management. That means providing expert guidance on every aspect of life that can impact your ability to achieve financial independence. Our independent approach helps you accumulate, protect and ultimately pass your wealth from generation to generation in an efficient manner.

About Us

About Us

Located in Roseland, in the heart of Northern New Jersey, we work with more than 500 families, and manage or advise more than $300 million in client assets throughout the New Jersey/New York Tri-state area, as well as across the country and around the world. Every day, we help clients achieve financial independence by doing the following:

  • Defining short- and long-term personal and financial goals
  • Designing comprehensive financial plans and strategies to meet those goals
  • Assisting with every phase of implementation
  • Providing ongoing monitoring
  • Rebalancing, as needed

Our Team

Our professional team is comprised of the most highly qualified advisors in the industry. Being of various ages and professional backgrounds, they draw on a rich diversity of experiences and deep knowledge.

Collectively, we hold several professional designations and credentials, including:

  • CFP® (Certified Financial Planner)
  • CPA (Certified Public Accountant)
  • PFS (Personal Financial Specialist)
  • ChFC® (Chartered Financial Consultant)
  • AAMS (Accredited Asset Management Specialist)
  • RFC (Registered Financial Consultant)

We practice a team approach because it adds value to every client relationship. Each of our advisors is an educator. Some teach courses at colleges and present to business groups. Others write and speak to the press about a variety of financial and investing topics. And all are willing to spend time with clients to ensure they understand every nuance of their financial and investment plans.

Meet Your Team

Our Mission

Our mission is to help clients plan for a life well lived and achieve financial independence.

We fulfill this mission by listening to what individuals and families want to accomplish, designing comprehensive financial and investment plans that will help them reach their goals, and acting as a financial steward, guiding them every step of the way.

We seek to develop long-term relationships based on trust and integrity. And we are forever committed to acting as our clients’ fiduciary, which represents the highest standard of client care in the financial services industry. It obligates us to put a client’s interests ahead of our own. Our loyalty is always to our clients.

At Access Wealth, we are committed to helping clients plan for – and achieve – a life well lived.

  • We invite your further inquiry, and look forward to welcoming you as a client.

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