Apex Wealth Management Group

Private Wealth Counseling

Delivering Complete Financial Control

At the highest level of professional auto racing, the word apex is used to identify the path around each turn providing the optimum combination of speed, control and safety.

In life, apex describes high points and most desired experiences, accomplishments or objectives. Always unique, an apex points to the most favorable course along a desired journey.

Apex Wealth Management provides families, business owners, and retirees with personalized financial planning advice built around your unique goals, time frame, and risk tolerance. By providing you with a powerful combination of financial advice with a wide variety of investment options, we give you complete financial control. We focus on providing timely, fact-based alternatives to help you comfortably pursue the life aspirations that are most important to you. Our team can provide you with advice to manage critical life-relevant issues, including:

Retirement transition planning

Retiree income planning

Transition planning for the widowed

Asset management

Estate transfer & heir planning

Tax reduction strategies

Our clients appreciate the fact that we do not focus wealth management discussions strictly on monetary issues. Often, important financial decisions involve family considerations, personal dreams, and preferences requiring a point of view that goes beyond spreadsheets. Our credentialed advisers work with you to assess your personal aspirations and financial constraints, continuously monitor your situation, mark your progress, and make necessary adjustments to help you live your one best financial life™. You set the vision. We provide the people, processes, and expertise to bring your vision to life.

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UCFA’s web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt. Apex Wealth Management Group is a division of United Capital Financial Advisers, LLC. (UCFA), provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Past performance of markets and other data are no guarantee or indicator of future results. UCFA does not offer tax or legal advice please consult your tax adviser or legal counsel

Fraudulent websites (phish or spoof websites)
We urge you to protect your online financial activity and deal only with firms you know to be legitimate. Online fraudsters may attempt to direct you to fraudulent websites via email and pop-up windows. These websites are used to try to steal your personal information. One way to detect a phony website is to consider how you got to the site. You may have followed a link in a fraudulent email requesting your personal information. Therefore, you should not click on any links in suspicious emails or pop-up windows. Please be aware that this site is the only official website of United Capital Financial Advisers, LLC. (UCFA), United Capital Financial Partners, Inc. (UCFP) and its affiliates. We do not allow other websites to affiliate with us, and you should not trust any other websites which claim to be affiliated with UCFA.

Securities Offered Through Girard Securities Inc, member FINRA/SIPC. Girard Securities, Inc. is not affiliated with UCFA.