51 Sawyer Road
Understanding the financial planning process and my role as a financial advisor will help you know what to expect as we begin to work together.
At Apex Wealth Group we strive to always put you first, keeping your best interest at the core of what we do. This is a legally and ethically binding commitment. As an independent wealth services firm, we have access to a universe of investment products and options to choose from to create a financial strategy that is uniquely suited to you and your goals.
The financial advisory process follows a clear set of steps:
1 - Initial “FIT” Meeting
2 - Client Website Setup
3 - Clarify Goals & Analyze Resources
4 - Financial Plan Presentation
5 - Implementation
6 - Ongoing Services