Avenue Bank

“We partner with Wealth Access as a means to introduce wealth management services to our high net worth clients, and to better understand their comprehensive financial picture.”

RON SAMUELS
CHAIRMAN & CHIEF EXECUTIVE OFFICER
AVENUE BANK

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New England Private Wealth Advisors, LLC

“Enhancing the client experience is paramount here at NEPWA,” said Rapaport. “Wealth Access is a great combination of technology and service that enables us to continue to deliver on that promise to our clients.” IRA RAPAPORT CEO NEW ENGLAND PRIVATE WEALTH ADVISORS,...

Cloud Investments, LLC

"It was so much easier than I imagined. All we had to do was gather a list of the clients and the folks at Wealth Access linked them all for us. It was a true delight." SHANNON SANDERS CLIENT ADMINISTRATOR CLOUD INVESTMENTS, LLC

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