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, Certified Financial Planner and Insurance Specialist, 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 by 93% of 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.