Apex Wealth Management, LLC team members are                    (l. to r.)  Daryl D. Jones, Kimberly Owens, Amara Latorre and Ken Patton

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Wealth creation and preservation is our primary focus.  Without proper planning and periodic monitoring, wealth can be eroded by inflation, taxes, and the negative economic impacts of social, political, and natural events.

 

Our Goals:

  • help improve your standard of living
  • help maximize your wealth
  • help prepare for your retirement
  • help preserve your estate

 

Financial products serve as a medium to help you realize your objectives.  An investment vehicle should be selected only after you have conducted an investigation of your goals and an analysis of how you can best achieve them.

 

Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio.   The selection of a product should be the last part of your planning process - not the first.

 

Our guiding philosophy at Apex Wealth Management is to treat our clients' finances as we would treat our own.  Together we can help identify your goals, analyze your profile, assess your needs, establish a plan of action, then manage the plan.  We feel a moral and professional obligation to serve those who want assistance, regardless of income or net worth, and would welcome the opportuinity to earn your business.

                   

                   What's New!

 


 

 

 

 

 

“$ymbil is a dynamic online investment adviser platform that assesses your risk profile and recommends a risk-appropriate managed portfolio.  In only a few minutes, you'll be invested in a diversified portfolio, based on your objectives, and on your way to long-term saving and investing. All online, simple, and seamless. The portfolios available through $ymbil are actively managed by experienced investment professionals and tactically adjusted based on changes in the market.”

To learn more and start investing click the $ymbil logo above.  Once you are invested you can establish online account access as well as access through the $ymbil app.

 

If you would like to watch a short video on how $ymbil works click here.

 


 

 

Schooling College Students about Financial Responsibility

Here is some financial advice for your College-Bound students.

Click here for more information. 

 


 

2017 Tax-planning

Time to plan your year-end taxes! We're happy to share with you highlights of tax planning tips. 

Click here for more information.

 


 

Comparing the differences between Traditional IRAs and Roth IRAs

Learn the differences between these two IRAs and which one may be better for you.

Click here for more information.

 


 

 

 

Previous links:

URGENT: **Updated**  6 Social Security Facts for Retirees

7 Principles of Long-Term Investing

2016 Tax Planning