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ACCESS WEALTH MANAGEMENT
ACCESS Wealth Management is a financial services firm specializing in high net worth clients, many of whom have achieved the highest accomplishments in the sports, entertainment and business worlds. They include champions of NASCAR, the Super Bowl, NFL Pro Bowl, NBA and NCAA basketball, multi-platinum recording artists, top-tier executives with major corporations, an Ernst & Young Entrepreneur of the Year, and the CEO of the largest energy brokerage company in the world.
TO BUILD YOUR WEALTH, YOU MUST FIRST TAKE STEPS TO PROTECT IT
At ACCESS Wealth Management, our financial advisors are committed to your financial well-being. We listen carefully and take a holistic approach that ties your financial objectives and needs directly to your life goals. As trained professionals, we have the knowledge and resources to help you prosper over the years. Your ACCESS Wealth Management financial advisor becomes a member of your team of professional advisors, working with your accountant, lawyer and others as needed to bring you a comprehensive, well-thought-out plan for potential long-term prosperity.
We focus on minimizing risk to help build your wealth with the objective to participate in the up years, help preserve in the down. By considering risk on the front-end, we help you choose investments that we believe have a track record of outperforming during down markets, which inevitably will come.
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Privacy | Security | Legal
Investment products & services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Wells Fargo Advisors is the trade name used by two separate registered broker-dealers; Wells Fargo Advisors, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. ACCESS Wealth Management is a separate entity from WFAFN. 11/09.
We are currently licensed to provide securities-related services to residents of (AZ, CA, FL, GA, IL, IN, KY, MD, MI, MO, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide securities-related services in other states as needed.
We are currently licensed to provide insurance-related services to residents of (AZ, CA, FL, GA, IN, KY, MD, MI, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide insurance-related services in other states as needed.
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