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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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,...

Waddell & Associates

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

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