Access Wealth Planning is a privately-owned, second generation wealth management firm that employs a holistic and comprehensive approach to financial planning, investment management, retirement planning and family wealth planning, which helps clients pass wealth from generation to generation in an efficient manner. Now celebrating our 30th year, we pride ourselves on always being independent and providing clients with solutions that help them achieve their personal and financial goals.
Founded in 1987 and located in Roseland, in the heart of Northern New Jersey, we work with more than 500 families, and manage or advise more than $250M in client assets in the New York Tri-State region, as well as across the country and around the world. Every day, we help clients define and refine their short- and long-term personal and financial goals; design financial plans and strategies to meet those goals; assist with implementation; and take responsibility for the ongoing monitoring of the plans, always considering if the results are in line with the stated goals, and rebalancing as needed.
Our professional team is comprised of some of the most highly qualified financial planners and advisors in the industry. Being of various ages and professional backgrounds, they draw on a rich diversity of experiences and deep knowledge. As a firm, we believe in a team approach because of our internal resources, and know this adds value to every client relationship.
Our advisors collectively hold several professional designations and credentials, including:
Our mission is simple: To understand what you - our clients - want to accomplish personally and financially, and to have ongoing conversations about which strategies might have the best chance of helping you succeed. Then, we recommend time-tested solutions and spend time ensuring that you understand and are comfortable with the direction. Finally, we implement the plan and monitor the results against the stated goals throughout the year.
Our average client has investable assets of $500,000 to $5 million and above. However, we are able to serve clients at every level, from highly substantial and complex cases to more common issues faced by middle-income families.
We invite your further inquiry, and look forward to welcoming you as a client.