Our news
-
home
{tab title=”Who We Are”} Fee-Only Financial Planning At Apex Wealth Management, our focus is on our clients. We are committed to providing each client with unbiased financial advice and personalized service. We are Certified Financial Planners™ and we aim for excellence in our knowledge and expertise. We are fiduciaries; we place the…
-
Quarterly Investment Review and Outlook
Please click on the links below to view our Quarterly Investment Review and Outlook. Please feel free to forward this to your friends, family and colleagues who might be interested in these topics. You will need to have Adobe Acrobat® Reader software installed. To download this free program, click the link below. Adobe Acrobat…
-
Disclaimer
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Robin Giles, Principal of Apex Wealth Management, LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Apex Wealth Management has no control over the accuracy…
-
Client Access
To access your account, please select one of the links below. Schwab Alliance Personal Financial Website Client Web Portal
-
Client Web Portal
To access your account, please click on the following link: Client Web Portal
-
Schwab Alliance Access
IMPORTANT NOTICE You are now leaving the Apex Wealth Management, LLC website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Apex Wealth Management or any advisor whose name appears on this website. Apex Wealth Management is independently owned and operated. Regardless…
-
Articles of Interest
Wealth management shouldn’t be intimidating or confusing. We keep abreast of trends that affect your financial planning goals and we want to make it easy and convenient for you to do the same. At Apex we post topical articles, Website links and media clips on our site that we think might be of particular interest…
-
Financial Consulting
For those who don’t feel ready for financial planning or investment management services, or are “do it yourself” investors with specific questions or concerns, Apex can still help you. We offer financial consulting services on an hourly basis, or on specific projects, to help give you clarity about your financial concerns so that you can…
-
Investment Advisory
We believe your investment portfolio should be as unique as you are. We take into consideration your needs, desires, risk tolerance and investing experience to construct your portfolio. We then implement the portfolio for you and advise you year-round, making adjustments as life events unfold. Life is fluid and always changing and your portfolio should…
-
Financial Planning
At Apex, the financial planning process for our clients begins with a comprehensive audit of your needs, goals and resources – both personal and financial. Once we have a clear appreciation of your situation, we develop an in-depth financial plan. Typically, this plan includes the following elements: Retirement Planning – making sure that you retire…