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...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...
Waddell & Associates
“The comprehensive, well-organized data from Wealth Access has deepened our client relationships by providing clarity into the details of their financial lives. With the ease of access to this information, we have provided our clients valuable reporting and more efficient, thorough financial planning.”
DAVID S. WADDELL, CFP
CHIEF EXECUTIVE OFFICER
Robin Stonehill
“Wealth Access gives me a comprehensive, detailed picture of my financial life all on one platform. It is user friendly and enables me to interact effectively with multiple advisors.”
ROBIN STONEHILL
RETIRED NYSE SPECIALIST
PRIVATE INVESTOR
Westport Resources
“I believe Wealth Access will revolutionize our industry by providing full transparency and communication between investors and their trusted advisors. We find this especially powerful for multi-generational families with complicated financial pictures.”
