Our Services

Apex Wealth Management, LLC offers independent financial planning and advice in the following key areas: 

Investment Planning

  • Portfolio Review
  • Portfolio Design
  • Portfolio Management
     

Retirement Planning

  • Individual/Group Plan Design
  • Plan Monitoring
  • Plan Distribution Strategies
     

Risk Management Planning

  • Life Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Disability Insurance
     

Business Planning

  • Executive Benefit Programs
  • Business Succession Planning
     

Education Planning

  • Section 529 Tuition Plans
  • Education IRAs
     

Estate Planning

  • Legacy Planning and Services (coordinated with an estate planning attorney) 

Alternative Investments

  • Managed Futures
  • Real Estate Investment Trusts (REITs)
  • Oil & Gas Investments
  • Equipment Leasing
  • Business Development Companies (BDCs)