ACCESS Wealth Management, LLC

Anthony Christensen is a financial advisor with Access Wealth Management, Inc. in Louisville, KY, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Access Wealth Management since 2005 and has also worked at Purshe Kaplan Sterling Investments and Private Client Services. Christensen serves on the boards of the Juvenile Diabetes Research Foundation, the Nick Lachey Foundation, and the Wendy Novak Pediatric Diabetes Care Center. Access Wealth Management primarily serves high-net-worth individuals, as well as retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and advisory services. The firm employs a varied investment approach that includes mutual funds, ETFs, individual securities, third-party managers, and alternative investments, and also manages private real estate pooled vehicles alongside family-office and tax consulting services.

Caitlin Rose is a financial advisor at ACCESS Wealth Management, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at ACCESS Wealth Management, Inc. since 2009, including roles at Private Client Services and Purshe Kaplan Sterling Investments. ACCESS Wealth Management serves primarily high net worth individuals, retirement plans, corporations, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services. The firm employs a diverse investment approach including mutual funds, ETFs, individual equities and bonds, third-party managers, and options strategies, and is affiliated with an in-house real estate manager providing clients access to private real estate investments on a non-discretionary basis.

Brad Hellman is a CFP® professional with seven years of industry experience, currently serving at ACCESS Wealth Management, LLC in Louisville, KY. He has been with the related Access Wealth Management, Inc. since 2015. ACCESS Wealth Management serves primarily high net worth individuals as well as retirement plans, corporations, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services. The firm employs a range of investment strategies including mutual funds, ETFs, individual securities, third-party managers, and options overlays, and maintains affiliations with real estate and family-office entities for client offerings.