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Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients` lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.
Western States Insurance provides a network of specialists, each top in their field, who are able to draw on the combined expertise of the group. Our team of experts can create a strategic plan to cover every aspect of your insurance needs.
Merchants Billing Services is a Las Vegas, NV-based company in the Financial Services sector.
Deep Value is a New York, NY-based company in the Financial Services sector.
We`re Anders, a team of CPAs and industry-focused advisors. Every day, our partners and staff serve as a catalyst for those striving to achieve their highest potential, and carry this mentality on to our clients and community. Through a collaborative approach and a combination of tax, audit and assurance and advisory services, we help our clients achieve their goals while focusing on what matters most.