3300 S. Hiawassee Road,
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:
Portfolio ReviewPortfolio DesignPortfolio Management
Individual Retirement AccountsSocial Security PlanningRetirement Planning
Life InsuranceLong-Term Care InsuranceDisability Insurance
Employer-Sponsored Retirement PlansBusiness Succession PlanningExecutive Benefit Programs
Real EstatePrivate EquityOil and GasHedge Funds
Estate PlanningIncome Tax Planning
Info@ApexWealthManagement.com | (407) 447-7688