Back to top

Wealth Management Services

Wealth management services are provided through a strategic alliance with Registered Investment Advisor, Access Wealth Planning, LLC.

Access Wealth Planning is an independent wealth management firm that practices a comprehensive approach to investment management and financial planning. For more than 25 years, their highly qualified team of financial advisors have been advising and guiding individuals and families to help them reach all of their personal and financial goals. Headquartered in Roseland, NJ, Access Wealth Planning shares a common client service philosophy with Morris Merker & Co., making us excellent financial partners as we work together to help our clients preserve and grow their wealth.

For more information on our Wealth Management Services contact  Alan S. Merker or John E. Petrella.