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)