It may be long or short; earned or inherited. We have the knowledge, expertise, and confidence to provide guidance to meet your unique needs. We believe that when you have control over your financial life, you can focus fully on doing meaningful things with the people most important to you. We make a difference by focusing on advice-not products-and by catering to the unique needs of our clients.
View our services. Keep current with our Market Updates and Financial Guidance for building and preserving your wealth. Log into your eMoney financial planning site, Investor360o portfolio portal, or Brinker Capital Investments site.
View our services. Keep current with our Market Updates and Financial Guidance for building and preserving your wealth. Log into your eMoney financial planning site, Investor360o portfolio portal, or Brinker Capital Investments site.
Services
At Apogee Wealth Advisors, we create strategies that balance your current needs with your long-term goals. We help prioritize and achieve those goals throughout your lifetime and solidify your legacy for the future. Making a positive impact on our community by engaging with and investing in companies with high environmental, social, and governance scores.
At Apogee Wealth Advisors, we help you get to where you want to be. True wealth management is not just about money; it's about your life and the people and passions that give your life purpose. We start with questions about your assets and life goals. We want to know what matters to you and your family.
We are a company of women who understand the importance of decision-making when it comes to sound financial advice. We built our unique firm based on the belief that providing financial clarity to our clients and their families is paramount. Our goal is to build and preserve your wealth to prepare for life's significant moments.
Access detailed account information and monthly consolidated statements online. If you would like to access your account online but do not have login credentials, please contact our office for assistance. Review the Guide to Getting Started for more information. Clients with accounts at Brinker Capital can easily access current account information and reports online at this link.
Use this helpful planning guide to start organizing your finances and identify the issues that affect you most. When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. After the historic Obergefell decision, it's important for LGBTQ+ couples to comprehensively review their estate plan.
Reviews (1)
Nick Birch
Jul 18, 2021
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Back in April, I made an email enquiry with Apogee to deal with some family financial affairs. Following my initial enquiry, i was quickly contacted by a Director, Simon, who quickly assessed my needs. He referred me to Stephen Davies who dealt with our situation over a period of time and face-to-face meetings. He has been great - his approach is just right and he really helped me reach some considered conclusions. A great company, these guys are really worth considering for financial planning advice.
