ACCESSION PARTNERS

INTEGRATED WEALTH CONSULTING

Accession Partners is a holistic wealth management firm specializing in private market investments.

We empower investors, advisors, and family offices with access to institutional alternative investments alongside bespoke wealth consulting solutions.

We curate best-in-class opportunities from leading fund managers while delivering integrated strategies that align all facets of your wealth.

As an independent advisory firm, our clients enjoy unparalleled transparency, alignment, and access to public and private markets.

Beyond Scale

Above all else, we focus on quality

Our success isn’t defined by a large client roster. We prioritize the depth of our relationships, ensuring an unmatched level of service and genuine connection with each client.

Your success is our success.


Investor Alignment

Independent RIA = No Conflicts of Interest

As fee-only fiduciary advisors, our clients can rest assured that there are no hidden fees, side agreements, or other factors that may influence the quality, cost, or alignment of their relationship with our firm.

Transparency and alignment are key.


Unbounded Approach

A firm built for the future of wealth

From access to industry-leading alternative investments to bespoke portfolio construction, our clients enjoy a curated suite of services that meets and exceeds those of institutional RIAs, broker-dealers, and private banks.

Quality without compromise.



The global alternatives industry will reach $29.2tn in AUM by 2029.”

— Preqin Global Reports 2025


Let’s Connect

We welcome the opportunity to share more about our services through an introductory conversation.

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