Access Wealth Planning, LLC
Financial Services - Roseland, New Jersey, United States
Access Wealth Planning, LLC Employees
Access Wealth Planning, LLC Details
Access Wealth Planning is an independent investment management and financial planning firm that has been helping clients preserve and grow their wealth for more than 25 years. Built on a foundation of integrity and personal service, our firm is dedicated to helping clients design and implement comprehensive investment and financial plans that meet their individual situations and time horizons. \\Clients include 401(k) plans, pension plans, high-net-worth individuals, entrepreneurs and executives, retirees, and young and mature families. \\Our comprehensive financial planning approach incorporates investment portfolio management, risk management, estate and retirement planning, and tax strategies. Ultimately, we will help you determine where you are today, understand where you want to be tomorrow, help you devise a plan to get there, and monitor, augment, and revise plans as needed. \\Working with a boutique wealth management firm like ours means you always have direct access to the most senior advisors who are managing your money. We take pride in the personal rapport and strong relationships we forge with our clients. These connections mean we are well-positioned to make timely recommendations as life's events unfold.\\The advisors at AWP hold numerous credentials including CFP, CPA, PFS, ChFC and AAMS. In addition, many have received recognition as Five Star Wealth Managers and included in Medical Economics magazine's Financial Advisors for Doctors list. Finally, as an additional testament to their knowledge, the media, universities, and private organizations frequently invite us to speak and write on a wide variety of investment and financial topics.\\Follow us here to stay informed about relevant financial topics and for access to our quarterly newsletter. Feel free to contact us to learn more about how we might bring value to your financial and investment planning.
