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!

 

 

SECURE Act 2020

The SECURE Act changed the landscape of investing. This will help you understand the basics.

Click here for more information.

 

 

 

 

 

5 Ways to Stay Confident in Retirement

One approach to maintain confidence in retirement is to assess your needs, look ahead, and prepare for both the known and unknown.

Click here for more information.

 

 

 

 

2020 Tax Planning - Year End Planning

This informative and comprehensive guide explores the nuances of the tax code.  This guide will help you make end-of-year preparations.

Click here for more information.

 

 

 

 

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with the news of data breaches at major companies and financial institutions. Unfortunately, you have little control over the hacking of these companies, but you do have control over your own actions.

                                                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:

A Living Trust Primer

Estate Strategies- Critical Elements of an Estate Plan

Tips That May Help You Keep Your Financial Data Secure