Access Wealth Partners

💍 Big congratulations to Will Bantz and his now fiancée, Katelyn! 💍

We are so excited to celebrate Will and Katelyn on their engagement! Will popped the question over the weekend at a surprise proposal here in Charlotte, followed by an engagement celebration with family and friends. 🥂

Everyone, please join us in congratulating the happy couple! We couldn’t be happier for you both! ❤️

Happy 29th Birthday (again 😉), Jane! 🎉

Jane brings incredible energy, positivity, and joy to our team every single day. She may not be the youngest on the team, but she’s definitely the most youthful. 💙

We’re so grateful for everything you do and hope you had a wonderful birthday lunch celebrating. Cheers to another great year ahead! 🥂

Access Wealth was proud to be represented at this year’s Northwestern Mutual Annual Meeting in Milwaukee! 👏

Kevin and Austin joined advisors from across the country for a weekend of learning, collaboration, and celebrating success. 🎊Kevin also had the opportunity to take the stage as an emcee for one of the award ceremonies.

We are excited to bring new ideas and fresh perspectives back to our clients and continue raising the bar for the Access Wealth experience.🙌

We’re excited to officially introduce Will Bantz and welcome him to the Access Wealth Partners team! 🎊

Will joins our team after several years as a financial advisor, bringing valuable experience and a passion for helping individuals and families work toward their financial goals. We’re excited to have his knowledge and perspective as we continue serving our clients and growing together.

Outside the office, Will enjoys staying active on the pickleball courts and spending time with friends and family.

Please join us in giving Will a warm welcome! We’re excited for you to get to know him and can’t wait to see all he’ll accomplish as part of our team!

At Access Wealth Partners, our team enjoyed taking some time to relax, recharge, and unwind with family and friends during the Fourth of July. We hope your weekend was filled with great memories, good company, and plenty of reasons to celebrate. 🇺🇸 🇺🇸

Check out the photos below to see how our team spent the holiday! 📸 👇

Here’s to a new chapter for Access Wealth Partners! 🎊

As we continue to grow as a team, we recently stepped away from the day-to-day for our annual retreat. This is a chance to reflect on the past year, celebrate what we’ve accomplished together, and plan for what’s ahead.

We spent time refining our processes, setting goals for the coming year, and making sure we are continuing to deliver the thoughtful, personalized experience our clients deserve. We also updated our team photos and enjoyed an evening together celebrating a great year and the people who made it possible. 🥂

At Access Wealth Partners, we believe financial planning is about building lasting relationships, simplifying important decisions, and giving our clients the confidence to focus on what matters most. Taking time to invest in our team allows us to better serve the people who place their trust in us every day.

Thank you to our clients, friends, and community for being part of this journey. We’re excited for what’s ahead and look forward to continuing to grow together!❤️