Do you work with my other professionals, like my accountant or attorney?
Yes. We regularly collaborate with other trusted professionals as part of your overall financial strategy. Because financial decisions often affect investments, taxes, and estate planning simultaneously, coordinating advice helps keep everyone working toward the same goals, especially during retirement, business transitions, estate planning, and other major life events. Our team includes financial planners, CPAs, and […]
How does Access Wealth get paid?
Access Wealth offers two primary services: financial planning and investment management. We charge a flat fee for financial planning and a percentage of assets for investment management. Financial planning typically involves a one-time fee of $3,000 to $5,000 and includes follow-up support. Investment management is generally around 1% annually, billed quarterly and deducted directly from […]
Is Access Wealth a fiduciary?
Yes, Access Wealth acts in a fiduciary capacity when providing financial advice. This means our recommendations are guided by what is in your best interest and aligned with your long-term goals. Our approach focuses on providing advice that supports the goals outlined in your financial and investment plans. Clients value having guidance that stays centered on […]
What happens in the first meeting with my financial advisor?
The first meeting is a conversation focused on understanding your goals and priorities. We’ll review your current situation, discuss what matters most to you, and answer any questions you have. You’ll also learn how we approach planning and what working together would look like. There’s no pressure, just an opportunity to see if it feels […]
What can I expect when working with Access Wealth?
You can expect a personalized, ongoing relationship focused on helping you live your best life. We start by understanding your goals, priorities, and current financial situation, then develop a plan and guide you through investment, tax, and planning decisions. You’ll have a primary advisor, supported by a team working behind the scenes. As fiduciaries, our […]
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