Home - Apex Private Wealth Counsel

Passion.
Perseverance.
Performance.

At Apex Private Wealth Counsel, our team is comprised of dedicated, hardworking individuals with one focus in mind, A Higher Level of Client Excellence.

A discretionary Portfolio Manager and Certified Financial Planning Professional®, together with various companies, we offer a wide selection of products and services focused on helping our clients achieve their goals and objectives.

The goal is to remove all constraints and limitations faced Advisors. We do what it takes to provide our clients with the power to benefit from an open architecture platform that is aligned with their needs and best interests.

Being fee based Advisors, we are both; philosophically and economically aligned with our clients. Hence, we have a vested interest in making sure our clients have the peace of mind knowing we are consistently on top of life’s changes and demands, and are prepared to address them head on!

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Why Our Clients Choose Us

Our clients benefit from completely objective advice using our integrated net worth model with open access to the tools necessary to build the best possible outcomes. The financial world is rapidly changing around us; we are here to guide, create stability, and be dynamic for our clients so they can focus on what matters most to them.

Loyalty

We maintain a singular focus on our client’s best interests, this is non-negotiable!

Investment Planning

Focus placed on simplified solutions and methodologies while removing emotions out of the equation.

Risk Management

When specific market signals are triggered, the ability to move to cash or cash equivalents are one of the risk management tools employed. The objective is to protect and minimize risk on the downside and maximize growth on the way up.

Professional Objective Advice

Unrestricted Choice & Unbiased Advice, so our clients know they are receiving the best solutions.

Transparency

We adopt simplified fee schedules and reporting process that emphasize transparency and clarity. Our clients gain comfort from being able to understand and see both the costs of our services and the results of our efforts.