Access Wealth

Financial ServicesNew Jersey, United States11-50 Employees

Access Wealth is a privately owned, second-generation wealth management firm that blends financial planning and investment management into a holistic approach focused on the client. For more than 30 years, the firm has pursued an independent model aimed at helping clients accumulate, protect, and pass wealth across generations efficiently. Based in East Hanover, New Jersey, it serves high-net-worth individuals, entrepreneurs and executives, young and mature families, retirees, and participants in 401(k) and pension plans.

The firm's process begins by defining short- and long-term goals, then designing comprehensive financial plans or, if preferred, an investment plan focused on a portfolio. It supports implementation, ongoing monitoring, and periodic rebalancing, with direct access to the most senior advisors managing client money. The advisory team includes CFPs, CPAs, PFS, ChFC, RFC, and AAMS professionals, several of whom have been recognized as Five Star Wealth Managers, and the firm maintains engagement with clients through a blog and quarterly newsletter.

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