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!

 

 

 

2021 Tax Planning

This newly updated and designed 2021 Tax Planning whitepaper can be a valuable resource when preparing for the upcoming tax season.  

Click here for more information.

 

 

 

 

Take Charge of Your 401(k)

Here you will find some tips to keep up with your financial needs, while avoiding common (and expensive) mistakes.

Click here for information.

 

 

 

 

 

The Great Spending Balance

Many pre-retirees struggle to balance living a life they love in the present while also saving for the future.  This outlines the top three expenditures that typically impact their ability to plan ahead. 

Click here for more information.

 

 

 

 

 

5 Retirement Mistakes Small Businesses Make

A common obstacle financial professionals can help small business owners overcome is the belief that one's company is the only retirement vehicle necessary.

                                                            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:

2020 Common Tax Errors to Avoid

SECURE Act 2020

2020 Tax-Planning - Year End Planning