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About Us

Apex Wealth Group takes its name from its mission: helping people to reach the peak of their potential financial success in retirement.


Our Primary Purpose

We’re located in Waltham, Massachusetts, where we provide personal service within the greater Boston area and use the latest technology to serve clients anywhere in the country.

As an independent wealth services firm, we have the freedom to construct financial plans that are completely tailored to individual needs and circumstances, without the constraints of proprietary products. We take our fiduciary role seriously, focusing our attention exclusively on what is best for the client in every situation. Our greatest satisfaction is seeing people reach their maximum potential through the plans that we develop together.

We approach every relationship with openness, honesty, and compassion; we care about your future and invest the time to listen well and learn about you and your life. While the topics of our discussions are often complex, we take time to answer all your questions thoroughly, making sure that you have a full understanding of the various options and solutions open to you.

Specialized Knowledge Working for You

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

At Apex Wealth Group, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.



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