About the firm
Access Wealth is a boutique wealth management firm, developing customized financial and investment plans that guide you on your personal and financial journeys. Through comprehensive financial planning and investment management, their team helps clients realize their financial and life ambitions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Access Wealth offers comprehensive financial planning and investment management services, including retirement planning, estate planning, tax planning, insurance planning, college savings planning, charitable planning, family wealth planning, and cash management.
Who they serve
Individuals and families seeking financial independence, including those planning for retirement in New Jersey and New York.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Access Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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