Wealth Management

Financial growth and stability for the independent workforce

Through Access™ and Blasen Capital Markets Group (BCMG), contractors gain access to professional investment and retirement solutions typically reserved for W-2 employees. Integrated financial tools bring clarity to saving, investing, and long-term planning without adding work for companies.

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Integrated Financial Access

Contractors can open and manage retirement and investment accounts directly through the Access™ platform, with full visibility into balances, performance, and contributions.

Adviser-Guided Support

As a Registered Investment Adviser, BCMG provides licensed guidance, risk assessments, and ongoing support to help contractors make informed financial decisions.

Why Wealth Management Matters for 1099 Workers

Independent professionals often lack structured ways to save, invest, and prepare for retirement. Access™ solves this by connecting onboarding, payments, and financial tools in one platform, making long-term planning simple and accessible.

Available Financial Tools

  • Retirement Accounts (IRA / SEP-IRA): Open and manage digitally
  • Tax-Advantaged Investing: Support for strategies that reduce taxable income
  • Portfolio Tracking: Real-time visibility into balances and performance
  • Financial Education: Tools and resources that promote confidence and literacy
  • Adviser Access: Secure consultations with BCMG’s licensed professionals

How it Works

Enable Wealth Access

Organizations turn on the Wealth Management module within Access™

Contractor Access to BCMG

Contractors receive direct access to BCMG’s investment tools and adviser support

Invest & Track

Participants set goals, automate contributions, and track performance through the same dashboard used for payments and benefits

Ongoing Adviser Support

Licensed advisers provide guidance as income and market conditions change

Adviser partnership

Professional guidance through BCMG’s Registered Investment Advisers

Unified visibility

Contractors can track investments, payroll, deductions, and benefits in one secure dashboard

Seamless onboarding

Simple setup with no additional paperwork for the company

Transparent fees

Clear, straightforward pricing with no hidden charges

Better retention

Financial stability encourages long-term contractor relationships

Help contractors plan, invest, and grow

Access™ and Blasen Capital Markets Group make long-term financial wellness accessible to independent workers, strengthening both contractor stability and organizational retention

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