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 opportunity to earn your business.

                   

_________________________________                      What's New!

 

 

2018 Social Security Facts

2018 Critical Social Security Facts. Learn facts that retirees must know. 

Click here for more information.

 

 

Unlocking the Treasures to Financial Wellness

While finances and health may seem unrelated, the two are often closely intertwined, especially in the U.S.'s bustling, free-flowing marketplace where rising health-care costs sometimes take center stage. 

Click here for more information.

 

 

8 Timeless Principles of Investing

Get educated here and enjoy some refreshing Timeless Principles of Investing.

Click here for more information.

 

 

 

 

 

 

 

 

“$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.

 

 

 

Previous links:

Are You Prepared For A Mental Decline

9 Investment Pitfalls

Understanding Recent Market Volatility