At Apollon, we believe planning is the foundation for success. Because every investor is unique, every portfolio deserves a tailored plan. We work with multiple leading custodians to select the optimal mix of products and services for each investor. Together with our commitment to providing the highest level of personal service, we elevate wealth management to a higher standard.
At Apollon, every new client relationship starts with a conversation. It's a discovery process - so we can fully understand your goals, risk tolerance, financial picture, time horizon and what really matters to you. Only after considering each facet of your situation will our advisors prepare a holistic wealth management plan that can help you achieve your financial goals.
At Apollon, every new client relationship starts with a conversation. It's a discovery process - so we can fully understand your goals, risk tolerance, financial picture, time horizon and what really matters to you. Only after considering each facet of your situation will our advisors prepare a holistic wealth management plan that can help you achieve your financial goals.
Services
A united team with a combined skillset well-suited to address any complex situation or challenge. Our team relies on each other's personal strengths to help people achieve the quality of life they envision. Dedicated to remaining masters of our craft, we never stop learning.
To offer the best service possible for our clients, we constantly pursue continuing education opportunities and invest in technology solutions that maximize overall efficiency.Michael J. Dolberg is the CEO and a Founding Partner at Apollon Wealth Management, a collaborative and transparent financial planning firm focused on aligning client's goals of growing and preserving their hard-earned wealth.
To offer the best service possible for our clients, we constantly pursue continuing education opportunities and invest in technology solutions that maximize overall efficiency.Michael J. Dolberg is the CEO and a Founding Partner at Apollon Wealth Management, a collaborative and transparent financial planning firm focused on aligning client's goals of growing and preserving their hard-earned wealth.
We began with a vision founded on the principle of always doing what is best for our clients. For us, that means crafting purpose-built personalized wealth management solutions tailored to each client's unique situation and managed with the highest levels of financial acumen, integrity, transparency and access to our team.
Financial planning and wealth management is all we do. As a fee-based advisory service, our sole focus is assisting our clients, affluent individuals, families, and business owners, to achieve their financial goals. We understand these goals represent more than financial and investment returns, it is about living the life you've earned and sharing your wealth.
At Apollon, every new client relationship starts with a conversation. It's a discovery process - so we can fully understand your goals, risk tolerance, financial picture, time horizon and what really matters to you. Only after considering each facet of your situation will our advisors prepare a holistic wealth management plan that can help you achieve your financial goals.
Your book of business is yours - you've built it and you've made it the foundation of your success. How your practice has grown is unique to you as well. At Apollon, we look to partner with strong independent advisors who want to take their practice to the next level but without losing their identity or their independence.
Reviews
Be the first to review Apollon Wealth Management.
Write a Review
