200 Lowder Brook Drive,
Suite 2100,
Westwood,
MA
02090
(781) 577-9072
info@apexwealthgroup.com
Menu
Home
About
Meet Guillermo
Team
2026 Five Star Wealth Manager Award
Contact
Useful Links
Services
Retirement Planning
Financial Planning Process
Investment Management
401K Rollovers
Tax Planning
Estate Planning
Social Security
Insurance
Money
Lifestyle
Clients
Client Portal
Account View
Blogs
LPL
About LPL Financial
Weekly Market Commentary
Business Relationship with LPL
LPL Research
Global Portfolio Strategy | November 2025
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:7815779072'>(781) 577-9072</a></p> <p class="moonlight-fax">Fax: <span>(781) 893-3565</span></p> <div class="moonlight-address_block"> <p class="moonlight-address1">200 Lowder Brook Drive</p> <p class="moonlight-address2">Suite 2100</p> <p> <span class="moonlight-city">Westwood,</span> <span class="moonlight-region">MA</span> <span class="moonlight-postalcode">02090</span> </p> <p class="moonlight-licenses">Series 7 and 66 (with LPL Financial). Life & Health licenses. </p> </div> <a href="mailto:info@apexwealthgroup.com" itemprop="email"> info@apexwealthgroup.com </a> </div> <div class="c-socialMedia"> <a href="https://www.facebook.com/apexwealthgroupus" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> <a href="https://twitter.com/ApexWealthGroup" target="_blank" rel="noopener noreferrer" class="twitter" aria-label="Twitter"> <i class="fa fa-twitter" aria-hidden="true"></i> </a> <a href="http://www.linkedin.com/in/guillermo-alberto-cfp®" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.apexwealthgroup.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.apexwealthgroup.com/resource-center/investment" >Investment Management</a></li><li><a href="https://www.apexwealthgroup.com/resource-center/estate" >Estate</a></li><li><a href="https://www.apexwealthgroup.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.apexwealthgroup.com/resource-center/tax" >Tax Planning</a></li><li><a href="https://www.apexwealthgroup.com/resource-center/money" >Money</a></li><li><a href="https://www.apexwealthgroup.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.apexwealthgroup.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.apexwealthgroup.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.apexwealthgroup.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.apexwealthgroup.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member <a href="https://www.finra.org/" target="_blank" rel="noopener">FINRA</a> & <a href="https://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>.</p><p>The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: FL, MA, NH, NY.</p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.35074.291"></script> <script> // Add social icon for mobile view // var $tw = '<a class="c-social-media--link br-twitter" href="https://twitter.com/ApexWealthGroup" target="_blank" rel="noopener noreferrer" aria-label="Twitter"><i class="fa fa-twitter" aria-hidden="true"><span /></i></a>'; // var $li = '<a class="c-social-media--link br-linkedin" href="https://www.linkedin.com/in/guillermo-alberto-cfp®" target="_blank" rel="noopener noreferrer" aria-label="LinkedIn"><i class="fa fa-linkedin" aria-hidden="true"><span /></i></a>'; // var $fb = '<a class="c-social-media--link br-facebook" href="https://www.facebook.com/apexwealthgroupus" target="_blank" rel="noopener noreferrer" aria-label="Facebook"><i class="fa fa-facebook" aria-hidden="true" /></a>'; // $('<div class="c-topbar-social" />').insertAfter('.c-topbar__phone-email .c-topbar__phone-email'); // $('.c-topbar-social').append($tw, $li, $fb); //Create sidebar var sideBar = '<div class="sideBarIcons" />'; $('header').append(sideBar); //Add social icons to sidebar $('footer .c-socialMedia a').each(function(){ $(this).clone().appendTo('.sideBarIcons'); }); $('footer .c-socialMedia a').each(function(){ $(this).clone().appendTo('.SocialContainer'); }); //Add Phone and email icons to sidebar if($('footer .moonlight-phone')){ var phoneLink = $('footer .moonlight-phone a').first().attr('href'); $('.sideBarIcons').append('<a href="' + phoneLink + '" class="sideBarPhone"><i class="fa fa-phone" aria-hidden="true" /></a>'); } if($('footer .contact a[href*="mailto"]')){ var emailLink = $('footer .contact a[href*="mailto"]').first().attr('href'); $('.sideBarIcons').append('<a href="' + emailLink + '" class="sideBarEMail"><i class="fa fa-envelope" aria-hidden="true" /></a>'); } //Check to see if there are any icons in side bar if($('.sideBarIcons a').length > 0){ //Add expand mobile button to the end $('.sideBarIcons').append('<div class="socialIconExpand"><i class="fa fa-plus" aria-hidden="true" /></div>'); //Define what happens on click for expand $('.socialIconExpand').click(function(){ if($(this).parent().hasClass('expanded')){ $(this).parent().removeClass('expanded'); $(this).find("i").addClass('fa-plus').removeClass('fa-minus'); } else { $(this).parent().addClass('expanded'); $(this).find("i").addClass('fa-minus').removeClass('fa-plus'); } }); //Calculate the radial spacing effect var sideBarItems = $('.sideBarIcons a').length; var socialBarDiameter = 120;//sideBarItems * $('.sideBarIcons a').first().outerHeight(true); var radius = socialBarDiameter/2; var radPerDeg = Math.PI/180; var degree = (180/(sideBarItems - 1)); //Assign top and left position var i = 0; if(sideBarItems >= 3){ for(i = 0; i < sideBarItems; ++i){ $('.sideBarIcons a').eq(i).css('left', (radius * Math.cos(radPerDeg * (degree * i - 90))) + 'px'); $('.sideBarIcons a').eq(i).css('top', (radius * Math.sin(radPerDeg * (degree * i - 90))) + 'px'); } } else if(sideBarItems == 2){ $('.sideBarIcons a').eq(0).css('left', (radius * Math.cos(radPerDeg * -45)) + 'px'); $('.sideBarIcons a').eq(0).css('top', (radius * Math.sin(radPerDeg * -45)) + 'px'); $('.sideBarIcons a').eq(1).css('left', (radius * Math.cos(radPerDeg * 45)) + 'px'); $('.sideBarIcons a').eq(1).css('top', (radius * Math.sin(radPerDeg * 45)) + 'px'); } else if(sideBarItems == 1){ $('.sideBarIcons a').eq(0).css('left', '60px'); } } $(function(){ $('.footer-container').append( $('.floating-broker-check') ) }) // Book now button document.addEventListener('DOMContentLoaded', function () { const bookNowButton = document.getElementById('book-now'); const memberInfo = document.querySelector('.member-info'); const calendlyWidget = document.querySelector('.dev-calendly-widget'); if (bookNowButton && memberInfo && calendlyWidget) { bookNowButton.addEventListener('click', function () { memberInfo.style.display = 'none'; calendlyWidget.style.display = 'block'; }); } }); </script><script> combineSections('dev-sectionCombiner'); function combineSections (sectionClassName, combineBoxes = false) { //Check to see if there is more than 1 section to combine and then continue if($('.' + sectionClassName).length > 1){ //Proceed to combining the rest of the sections together $($('.' + sectionClassName).not('section:first')).appendTo($('.' + sectionClassName).first().find('.o-container')); } } </script><script> if( $('.page-about-us').length ) { document.querySelector('.video-thumbnail-wrapper').addEventListener('click', function () { this.innerHTML = ` <iframe src="https://fast.wistia.net/embed/iframe/gozga6mlwl?videoFoam=true&autoPlay=true" title="Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen="allowfullscreen" mozallowfullscreen="" webkitallowfullscreen="" oallowfullscreen="" msallowfullscreen="" width="100%" height="100%">
`; }); } else { document.querySelector('.video-thumbnail-wrapper').addEventListener('click', function () { this.innerHTML = `
`; }); }
