Money is just a thing, having the freedom to live the way you want is everything.
Certified Financial Planner ™
Wealth Management means helping you navigate and excel in all areas of your financial world. My role is to help you get from where you are to where you want to be. It’s not all about markets, portfolios, or numbers, it’s about life. Your life.
We start by understanding your unique values, goals and situation. From understanding who you are and what you want, we craft an overall financial plan to incorporate all aspects of your financial world. Once in place, I will continually monitor and tweak your plan as needed to keep you on track. I will worry about handling the details so you don’t have to.
At Apex we are looking for clients who:
Trust and engage in the process
Prioritize connection and collaboration over cash and numbers
Want to talk plans, not shop returns
Are coachable and open minded
Believe in growth
Are all in
Its totally ok if you:
Have a complicated situation
Don't really care about the market
Don't know much about investing
Have LOTS of questions
Its not ok if you:
Place all your focus on returns instead of relationships
Don't understand the importance of reciprocal trust
Don't want to share what really matters to you
Are a jerk (we're serious)