We have built a suite of investment products and solutions for the most sophisticated of investor needs, and made them accessible to everyone.
In contrast to the majority of life strategy portfolios and target date funds offered by most Robo Advisors, we go beyond simply adhering to strategic or fixed allocations. Our EZ Life Portfolios are subject to active management on a tactical level, leveraging our exclusive investment models. Our team regularly fine-tunes the allocation weights of various asset classes within predefined ranges with the aim of enhancing returns and mitigating investment risk.
Most wealth managers shy away from offering access to alternative investments to their clients. Why? Most commonly, they lack the network to access the deals and/or the experience to evaluate them. Access Wealth Group's team, has strengths in each of these areas to advise you on what is appropraite for your needs.
Whether augmenting long-term, risk adjusted returns with high-reward potential Venture Capital placements or passive income opportunities to increase your bottom line today, we give you access and education on how they can enhance your plan.