You are leaving Punch & Associates’ website, and are being redirected to the Wealth Access data aggregation platform offered to Punch & Associates’ clients. Wealth Access allows you to consolidate the components of your personal net worth in a single location.
Punch & Associates is not affiliated with Wealth Access, and as such cannot guarantee the accuracy of information presented, the platform’s functionality, or the level of security associated with the Wealth Access platform. While Punch & Associates considered the security features of the Wealth Access platform before offering it to clients, Punch & Associates assumes no liability related to your use of the Wealth Access platform.
Please note that Wealth Access connects to both US and international financial institutions, and all information is reported in local currencies.
By advancing to the Wealth Access platform, you acknowledge that you have considered the above disclosure. Please contact your Punch & Associates relationship manager with questions.
