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.

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: FL, MA, NY, VT