Our Firm

Apex Wealth Management, LLC is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets.  Our firm is completely independent, so our loyalty belongs to our clients, not to a parent company.  Our independence enables us to establish working relationships with a number of industry-leading money management firms and insurance providers whose products allow us to create customized client portfolios.  We recommend only those products and services that can be tailored to suit our clients' unique needs.