Key Access Services™

 
Open the door to possibility and unlock the potential of your financial future with Key Access Services™.
 

Are you a Key Access Client?

As a Key Access client, you’ll learn how to approach your financial life with a sense of stewardship and come to appreciate the soundness of financial planning and investment management. Key Access Services™ is an investment program designed for accomplished individuals that:

  • May have many fixed assets, but limited liquid assets.
  • Do not require complex financial planning or tax management services.
  • Want to build a relationship with a leading financial advisory firm early in their wealth building efforts.

How Key Access Services™ Can Benefit You

To help you grow and preserve your wealth we provide:

  • Extensive resources
    As a Key Access client, you’ll have an extensive CPA-based financial advisory network of knowledge, experts and resources to support you and help you learn to navigate the investment world.

  • Lower costs
    Take advantage of our tax-efficient portfolios and experience the potential of our investment philosophy without paying the high minimum fees normally associated with this type of investment account.

  • Financial management that grows with you
    We can advise you through every stage of your life.

Take a step towards your financial destination and start shaping your financial future. Contact a Hewins/Wipfli Hewins Financial consultant to see how Key Access Services™ can work for you.