Access Wealth

Access Wealth is a registered investment adviser established on July 1, 2001, with owners Darren Zagarola, Howard Hook, Howard Milove, and Lawrence Zagarola. The firm offers a holistic approach to investment advisory and financial planning services, focusing on wealth accumulation, protection, and transfer across generations. Investment advisory services are provided on a discretionary basis, with a focus on client goals, risk tolerance, and suitable investment allocations. Financial planning services cover various areas such as retirement, estate planning, tax planning, and education savings. The firm also offers account aggregation services for tracking investments. For fees, Access Wealth charges up to 1.50% of total assets under management for investment advisory services, with financial planning fees ranging from $1,500 to $5,000. Clients can opt for a combined fee for both services, typically ranging from $8,000 to $18,000 per year. The firm does not charge performance-based fees and acts as a fiduciary in the best interests of clients. Clients have the option to place restrictions on their accounts, and the firm does not engage in securities transactions for commissions. Access Wealth does not vote proxies on behalf of clients and does not foresee any financial conditions that would impact client commitments.