People First
At Apex Wealth Management, our focus is always people first. We work to really get to know every one of our clients, because that is the only way to create and implement a financial plan that is in true alignment with the life you want and the person you are. Your values matter. Your goals matter. You matter. If you are ready to work with a financial team that puts people before money, give us a call. Our Client Experience Manager is ready to get you started.
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Why Work With Us?
At Apex Wealth Management we are a little different. We work to understand you as a person, couple and family to make sure your financial world is a perfect fit to who you are and where you want to go. We understand that talking about, studying, and understanding complex financial concepts isn't everyone's thing, but it's ours. We specialize in working with clients on a much deeper level. You are so much more to us than the assets you are investing.
As an independent firm we have no proprietary products, which means every recommendation we make is made based on what is truly best for our clients. Our advice is as individual as you are.
Discover how WE can help YOU!
Explore Our Services
Wealth Management Services
We work with you to understand your values, goals, risk comfort, timeline and existing situation to recommend, implement and manage your investments. All wealth management clients are met with periodically to update you on the market and your investments as well as understand how your life has evolved and changed.
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Innovative Retirement Planning
Our top tier service of full comprehensive planning. We work to get to know you, the person, and work to help you navigate the complicated financial world to fit your needs. This full-service program is designed to leave you with no questions or ambiguity. We utilize our Certified Financial Planning ™ knowledge and our bench of supporting professionals to meet all your needs. With Apex on your team, you will enter retirement with clarity and ease.
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Innovative Accumulator Planning
Much like our Innovative Retirement Planning program, but geared towards a different stage of life. We work to get to know you, the person, and work to help you navigate the complicated financial world to fit your needs. This full-service program is designed to leave you with no questions or ambiguity. We utilize our Certified Financial Planning ™ knowledge and our bench of supporting professionals to help meet all your needs. With Apex on your team, you will navigate your working years with purpose, continually helping make progress towards your ideal life.
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Concierge Estate Closure
Losing a loved one is incredibly difficult. We unfortunately cannot make the emotional side any easier. However this pain is often compounded by heirs being left confused and overwhelmed about what to do with the estate and various assets. We recognize that we can make this easier. We work closely with the executor/executrix as an advisor and friend to navigate all aspects of the estate.
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Divorce Financial Advising
Divorce is a stressful and often expensive time. As a Certified Divorce Specialist (CDS®), we help couples navigate the divorce process, create equitable division of assets, complete forms, understand the steps and timelines and often minimize costs. We are well versed in the Vermont Divorce system but can assist for New York and Massachusetts residents as will.
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