Like many, the pandemic and the stresses that came with it acted as a catalyst to redefine my life and career. After 10 years as a Certified Financial Advisor in a financial institution, I chose to completely redefine my business, focusing on the areas clients needed most. I opened Apex Wealth Management in 2020 and created a business model that allows me to work with my clients on a much deeper level, as I feel I was always meant to do. We help client create a path to the lives they want, focusing on people first.

I live in Sunderland, Vermont with my two children, Tai and Eloise and husband Joe. We are deeply rooted in community and honored to help others here find financial freedom.

Brenna Massaro CFP, CDS is licensed to sell and/or discuss Securities Products only to residents of the states listed: CA, FL, IL, MA, ME, NY, TX, VT
Brenna Massaro CFP, CDS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: VT
Brenna Massaro CFP, CDS is licensed to sell and/or discuss Insurance Products only to residents of the states listed:

Tyler Reis MBA is licensed to sell and/or discuss Securities Products only to residents of the states listed: FL
Tyler Reis MBA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:
Tyler Reis MBA is licensed to sell and/or discuss Insurance Products only to residents of the states listed:

Joseph Massaro CFP is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CA, CO, CT, FL, GA, ID, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA
Joseph Massaro CFP is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CT
Joseph Massaro CFP is licensed to sell and/or discuss Insurance Products only to residents of the states listed: