We are proud to share that Access Wealth has been selected as a Future 50 RIA by Citywire USA. The 50 firms represent a group of independent wealth advisors who are collectively creating a new landscape of registered investment advisors.
“We are honored to be acknowledged as a leader within the investment community,” said Howard Milove, a partner and senior wealth advisor at Access Wealth. “We take pride in the long-standing relationships we have developed with our clients and are constantly evaluating how to improve efficiencies and the overall client experience. We are humbled to be recognized as an up-and-coming industry leader.”
Firms were evaluated using a proprietary scoring system based on their degree of independent ownership, assets under management growth, percentage of fee-based business, approaches to sustainability, processes for attracting and maintaining talent, succession planning, staff credentials, investment offerings and capabilities, client education and charitable work, and firm service offerings.
