In today’s highly dynamic economy, retirees must continuously monitor and reevaluate decisions regarding financial, tax, health, and estate issues that can directly affect your financial success in this stage of life. Apex Wealth Management Group provides customized solutions that focus on each individual’s needs and objectives. With decades of experience, our team focuses personal, business, investment, and retirement advice on the people, places, and dreams that are most important to clients in the coastal community surrounding Ventura.

At Apex Wealth Management Group, we are dedicated to giving you the knowledge and guidance you need to make financial decisions that enhance your retirement and help you achieve your financial goals. Our partnership with United Capital Financial Advisers expands our wealth management resources to deliver a powerful combination of local knowledge and nationwide expertise to help ensure your ability to obtain and retain complete financial control.

Our firm was established with one goal in mind: to empower our clients with complete control over their financial lives. Our experienced and highly credentialed specialists work with your private wealth counseling team to create a completely customized financial solution for you and your family. 

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News & Events	appearance on CNBC "Power Lunch" Older Appearances
3rd Quarter Update September 30th, 2009 A Lull In The Storm August 1st, 2009 When Two Geese Equal a Black Swan August 1st, 2009 Ventura County Star June 28, 2009 The New York Times June 26, 2009 Bankrate.com June 26, 2009 Financial Advisor Magazine June 16, 2009 Bankrate.com June 8, 2009 Ventura County Star May 17, 2009 Financial Advisor Magazine April 7, 2009 Yahoo! Finance March 6, 2009 Financial Advisor Magazine February 26, 2009 CNBC "Power Lunch" February 23, 2009 ReadingEagle.com February 3, 2009 The Washington Post February 1, 2009 CNBC "Power Lunch" January 30, 2009 The Christian Science Monitor January 12, 2009 "Bailout Nation" December 2008 “The Global Liquidity Crash of 2008” October 2008 "Deal or No Deal" October 2008 "Market Update" September 2008