“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.”
JOHN A. VACCARO, CFP®, CLU
CHIEF EXECUTIVE OFFICER
“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,...