The Access Formula
We have developed and refined a process we call The Access Formula – which is how we navigate clients through their journey, addressing the many critical life events so they can look forward with confidence. Our process isn’t promissory around short-term performance, it’s a promise of a client experience – in other words, what it means to be our client for a lifetime and into multi-generations.
Our Company
Established in 1998, we are a team of Private Wealth managers, Portfolio Managers and Financial Planners for a select group of Professionals, Business Owners and Families.
We provide comprehensive wealth management in the context of a long-term partnership with you. Our experience has taught us the importance of setting clear expectations to develop and maintain successful working relationships where we help you achieve your financial and legacy goals.
Why We’re Different
DEMOCRATIZING ACCESS
Discover how the Power of Access can create and preserve sustainable long term wealth for your family today.
CUSTOMIZED APPROACH TO BUILDING PORTFOLIOS
We take a comprehensive approach to planning, which allows us to design a portfolio specifically suited to your personal financial situation.
FEES ARE SIMPLE AND TRANSPARENT
You always know exactly what you’re paying so it’s easy to measure the value of our service.
ACCESS FORMULA
A process we have developed and refined that ensures you achieve all of your financial goals.
Access Formula
Step 1
Understanding What's Important To You
We take the time to understand the vision for your family’s wealth. It’s an important first step in our process and something we keep in mind with any recommendation we make.
Step 2
Financial Assessment & Base Plan
A collaborative process that involves gathering all of the necessary information to formulate a snapshot of where you are today and where you will end up, using very conservative projections.
Step 3
Plan Review & Collaboration
A review of the base plan to ensure we have accurately captured all of the data and used the proper assumptions. It could involve more than one meeting to be sure we get it right and are able to move to the next step.
Step 4
Strategies & Recommendations
This is where our team spends the time to optimize your plan by looking at various proven strategies to lower taxes, improve income efficiency and transition personal and corporate assets to the next generation.
Step 5
Implementation
Once we agree on which strategies to employ and the timeline for execution, we get to work on implementing them. This could involve your existing professionals, or we can engage trusted ones that work with our team.
Step 6
Roadmap for Future Meetings
We create a customized roadmap for all future meetings to ensure we are always focused on accomplishing a task toward achieving your goals, so that nothing ever falls through the cracks.
Step 7
Ongoing Monitoring
You lead a busy life. Our job is to simplify the wealth management experience. There are a lot of complicated pieces to the puzzle, but our process allows you to focus on the big picture, while we take care of the details.
Power of Access
Ever wondered why everyone wants to be part of a large, well known pension fund? Why do some people seem to have access to certain types of investments that have the potential to outperform with less risk, while others are limited to a traditional portfolio of publicly traded stocks and bonds?
At Access, we have made it our mission to provide access for clients to all types of investment opportunities – including private income, equity and alternative strategies. It’s difficult to achieve the types of returns with reduced market volatility that pension funds do without having access to the same types of investment opportunities.
