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.
You can view the online supplement here, which profiles all 50 firms (Access Wealth is on page 7).