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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

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

Investment Services

Portfolio Review
Portfolio Design
Portfolio Management

Retirement Services

Individual Retirement Accounts
Social Security Planning
Retirement Planning

Risk Management Services

Life Insurance
Long-Term Care Insurance
Disability Insurance

Business Services

Employer-Sponsored Retirement Plans
Business Succession Planning
Executive Benefit Programs

Alternative Investments

Real Estate
Private Equity
Oil and Gas
Hedge Funds

Other Services

Estate Planning
Income Tax Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (407) 447-7688