Who We Serve
APEX Wealth Advisors specializes in comprehensive planning for successful pre- and post-retirees and anyone looking to optimize their investment portfolio.
Our success as a firm comes from your success in achieving your financial goals. We partner with clients in over 25 states in managing their wealth so they continue to abound from their hard work and wise financial decisions.
MANY OF THE PEOPLE WE SERVE FALL INTO ONE OF THESE CATEGORIES:
- EXECUTIVES AT PUBLICLY TRADED COMPANIES
- ATTORNEYS & CPAS
- MEDICAL PROFESSIONALS
- PROFESSIONALS WITH COMPLEX STOCK OPTIONS
- REAL ESTATE DEVELOPERS
- ENTREPRENEURS & BUSINESS OWNERS