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What We Do

Apex Wealth Group specializes in helping individuals and families develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on retirement planning and money management, as well as other issues that are critical to your financial well being.


Separately Managed Accounts

Trust Services

Sustainable Investing

Individual stocks and bonds

Traditional IRA - Roth IRA


Structured products

Alternative Investments

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Retirement Planning

Social Security

Estate Planning Strategies

Tax Planning Strategies

Wealth Management


Life Insurance

Long-Term-Care Insurance

Disability Income Insurance

Employee Benefits

401k Plans

Profit Sharing Plans


Cash Balance Plans

Defined Contribution Plans

403 (b) Plans

Executive Deferred Compensation

Group Life Insurance

Health & Dental Insurance

Group Long Term Care Insurance

For more information about Apex Wealth Group and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (781) 577-9072