Access Private Wealth CORP & Access Family Office Corp.
Independent
Wealth Management & Family Office
We partner with a select group of professionals, business owners, and families to deliver integrated wealth management – combining disciplined asset management with deep strategic planning – to build, preserve, and transfer wealth with purpose.
150+ years of collective experience. Trusted by 250+ families since 1998. Independent advice, for generations.
*Awards awarded to Access Private Wealth Corp.
Our Services
A full suite of wealth management services designed to simplify complexity and bring clarity to your financial life. Each area works together to support your goals today and into the future.
Discretionary Investment Management
We deliver an integrated approach to wealth management - grounded in a thorough understanding of each client’s full financial situation and long-term objectives - so investment decisions are aligned with both current circumstances and future goals.
Integrated Tax & Financial Planning
Managing your net worth involves far more than investing alone. Through our proprietary planning framework - The Access Formula - we coordinate every element of your financial situation.
Access Formula
Legacy & Estate Planning
Estate planning is often postponed because attention is naturally focused on building and enjoying life. Yet it remains a critical component of preserving and transferring wealth across generations.
Risk Management & Insurance
Thoughtful risk management helps ensure that life’s unexpected events don’t disrupt long-term plans. We assess key risks and integrate insurance strategies that not only protect wealth, but enhance tax efficiency and support broader planning objectives – providing confidence through all stages of life.
Our process is not a promise of short-term performance.
It’s a commitment to a disciplined client experience - what it means to be an Access Family Office client over a lifetime and across generations.
Access Formula
We’ve developed and refined a proprietary planning framework we call the Access Formula – our disciplined approach to guiding clients through complexity, addressing critical life and wealth events, and helping them move forward with clarity and confidence.
1
Understanding What's Important to Your Family
2
Financial Assessment & Base Plan
3
Plan Review & Collaboration
4
Strategies & Recommendations
5
Implementation
6
Roadmap for Future Meetings
7
Ongoing Monitoring
Why Choose Access
Independent, fee-based advice from a team that’s guided 250+ families through life’s most important financial decisions since 1998
In client assets
Families Served
Years of advisory experience & Multi-generational Planning
Fee-based advice
Average client relationship
Client Testimonials
Who We Serve
Business Owners
Simplifying the complexity between business and personal finances, aligning each decision with defined goals, preserving wealth, and integrating strategies for maximum efficiency, allowing greater focus on running the business.
Families
Helping families across generations steward wealth effectively, with strategies designed to preserve capital, reduce taxes, and support meaningful philanthropic goals.
Professionals
Supporting incorporated professionals by leveraging the advantages of incorporation, particularly where business and personal finances converge. Using strategies focused on tax efficiency, wealth accumulation, and preservation.
WIDOWS & WIDOWERS
Providing clarity and steady guidance during a time of transition. Helping organize financial decisions, understand what comes next, and build a clear path forward with confidence.