Apex Wealth & Risk Management is a team of financial professionals who specialize in providing financial planning solutions to educators, administrators, and associates through the power of education and trusted advice. At Apex we believe that investments and insurance belong together in your financial plan. With a collaborative approach, we help families create financial security built to last many generations.
Using our 4 step process, we can help you pinpoint your financial goals, and lay out the path needed to reach those goals.
We are an independently owned and operated branch office aligned with LPL Financial. Which means we can offer diversified financial advice verses other firms that are required to market specific financial products. We have the freedom to tailor financial choices to the individual situations and desires of our clients.
