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51 Sawyer Road Suite 340 Waltham, MA 02453

(781) 577-9072
info@apexwealthgroup.com
Schedule an Appointment

Meet The Team

Supporting Apex Wealth Group is Bay Financial Associates and LPL Financial. 

In working with LPL we're completely free to choose the products and services that address our client’s needs since LPL Financial does not offer any proprietary products. In addition, Apex Wealth Group's affiliation with LPL allows access to the following services and resources:

  • Compliance Oversight
  • Objective Market Research
  • Clearing, Custody and Brokerage Services
  • Innovative Technology with Leading Cybersecurity Functionality
  • Ongoing Practice Consulting and Training

For more information about LPL Financial visit LPL.com.

Guillermo Alberto, CFP®, CIMA®, CPFA™

Guillermo Alberto, CFP®, CIMA®, CPFA™

Founder

(781) 577-9072

Joe Donovan, JD, LLM

Joe Donovan, JD, LLM

Principal

781-893-0909 ext. 266

John Kerr, CLU, ChFC

John Kerr, CLU, ChFC

Managing Principal

(781) 893-0909 ext. 288

(781) 893-3565

John McCarthy, CLU, CFP®

John McCarthy, CLU, CFP®

Chief Investment Officer

781-893-0909 ext. 280

Susan McGuire

Susan McGuire

Director of Compliance

781-893-0909 ext. 289

Tom Loonie, CPA, MSFP

Tom Loonie, CPA, MSFP

Director of Financial Planning and Life Insurance

781-893-0909 ext. 284

LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

LPL does not offer proprietary investments products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit lpl.com. 

LPL at a Glance

At Apex Wealth Group, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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