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Partnership to Elevate your Success

Plan with APEX Wealth Advisors

Whether you are on the road to retirement, navigating a plentiful landscape of accumulation or cultivating a legacy for the future, we want you to enjoy the peace that comes along with having a comprehensive financial plan. APEX Wealth Advisors are your partners in customizing a path to peak financial wellness and delivering unique strategies to expand your financial horizon.

For over 20 years, accomplished clients have appreciated the work that we love doing which allows them to spend time doing what they love.


APEX Wealth Advisors

We're top ranked by Forbes

Brian Lavalle has been recognized by Forbes as one of the best-in-state wealth advisors. Many thanks to our team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you!

Forbes Best-In-State Wealth Advisors 2024

Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.