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Member FDIC. Equal Housing Lender.
Middleburg Bank, a division of Access National Bank.

Wealth Services

Access Capital Management focuses on investment, insurance, and wealth management services for professional and business clients on a personalized basis. Our objective is to enable our clients to meet their financial goals by providing a comprehensive line of financial products and services. Our team of experienced professionals works with each client individually to create and manage an optimal portfolio mix.

No matter what stage of life you are in, from just starting your first business to being well on your way to living your dream or eagerly approaching retirement, we can help you be financially prepared to achieve a lifetime of goals. We know you have many moving parts with little time to juggle it all, which is why we provide one destination for all of your investment needs.

Our Service Offerings Include:

  • Wealth Strategy & Financial Planning
  • Fixed-Income
  • Retirement Planning
  • Education Planning
  • Investment & Brokerage Services
  • Insurance & Annuities
  • Life Insurance
  • Health Insurance
  • Disability Insurance
  • Long-term Care Insurance
  • Concierge Private Banking
  • Trust & Estate Administration

We begin your planning process by thoroughly discussing and analyzing your financial needs and objectives. We review your past investment experience and current risk tolerance to reach reasonable goals and expectations before we develop a carefully-constructed investment plan. We then recommend an appropriate package of investment trusts, equity index linked CDs and notes, mutual funds, Exchange Traded Funds (ETFs), annuities or individually managed accounts.

Our experienced Wealth Services Advisors can help you with:

  • Assessing your risk tolerance, time horizon and investment goals
  • Setting an appropriate target rate of return for your portfolio
  • Developing a sound investment policy
  • Distributing an optimal asset allocation
  • Executing your investment strategy
  • Reporting detailed results to you
  • Reviewing your portfolio regularly with you
  • Determining portfolio adjustments resulting from changes in investment objectives, risk preferences, market conditions and time horizon
  • Coordinating the advice of legal, accounting, trust and insurance experts in your overall portfolio

 

We Succeed Because Our Clients Do