How is Apex Wealth Management, LLC different from other financial planning firms?
Apex Wealth Management, LLC is an independent financial advisory firm. We are not owned by an insurance company, bank, brokerage firm or any other financial services company. In addition, we do not have an ownership stake in any such company. We do not have proprietary products to sell, nor are we under any pressure to reach monthly, quarterly or annual sales quotas the way many advisors are. Our firm has been built 100% on relationship marketing. We do not mass market — no mass mailings, no cold calls, and no seminars to the public. We have not had the need to implement what we feel are predatory or pursuit marketing tactics. Our clients come to us through favorable introductions from other clients and other centers of influence such as certified public accountants and attorneys. Not having to spend our time marketing allows us to spend more time meeting with, advising and servicing our existing client base.
