Nepbg Financial Consultants

Who We Are

Account Access is a boutique wealth management firm serving individuals and businesses in the Greater Boston area. Our passion is to empower clients to achieve their financial goals and live life on their own terms. We believe in personalized attention, curated financial guidance, and building lasting relationships.

Our Story

Founder Steve Navarro established Account Access with a vision to provide clients with a comprehensive and holistic approach to wealth management. Drawing on over two decades of industry experience, Steve and his team leverage their expertise to navigate complex financial landscapes and tailor strategies to each client's unique needs.

Meet Our Team

Our team of experienced professionals comprises skilled financial planners, investment specialists, and dedicated client service professionals. We are united by a deep understanding of client needs, a commitment to ethical practices, and a genuine desire to see our clients succeed.

How We Help

We offer a comprehensive array of services tailored to both individuals and businesses, including:

Private Wealth

• Comprehensive financial planning and investment management
• Retirement planning and estate planning
• Tax optimization strategies
• Wealth preservation and risk management

Corporate Wealth

• Retirement plan design and implementation
• Employee financial wellness programs
• Investment strategies specific to your industry
• Fiduciary governance solutions

Our Approach

We take a holistic approach to wealth management, considering your financial aspirations, personal values, and unique circumstances. We will:

• Take the time to understand your goals and aspirations
• Develop a customized plan based on your individual needs
• Regularly review and adjust your plan to ensure it remains relevant
• Provide ongoing support and guidance as your needs evolve

Our Values

Our core values guide our interactions with clients and the broader community:

• Integrity: We uphold the highest ethical standards in all our endeavors.
• Transparency: We believe in clear and open communication with clients.
• Client-centeredness: We prioritize your needs and aspirations above all else.
• Empowerment: We guide you through the financial planning process and equip you with knowledge and tools for success.
• Community: We actively contribute to the growth and vitality of our local communities.