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FINANCIAL
SERVICES
COMPARED

Personalized Gold Medal Services
“The New Standard
in Wealth Management”

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At Apex Capital Wealth Management, clients come first!

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Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning.

We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates.  
As we always say, at Apex Capital Wealth Management, clients come first!

Some of the ways Apex Capital Wealth Management differs from other firms:

  • Our strong menu of Gold Medal Services which include a comprehensive review of: your tax reduction strategies, estate plans, investment plans, retirement plans, and protection plans.

 

  • Our frequent and regularly scheduled meetings with clients to update your specific plans and discuss your personal situations.

 

  • Our strong and consistent calendar of high quality newsletters, tax reports, and other reports and articles.

 

  • Our frequent schedule of client educational and appreciation events.

 

  • Our personal service that features our best and most current ideas, suggestions and solutions.

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How to Find a Financial Advisor

 

When looking for the best financial advisors to offer the services only the top financial advisors can provide, you need to know what to compare. Many professionals today, young and old, don’t know how to find a financial advisor. This is not uncommon as one can be paralyzed by the thought of making the wrong decision about who to trust with their financial future. It can be even harder to find a financial AND tax advisor who operates out of the same office. Below is a robust comparison list to help you find a personal financial advisor who will be best for you and your financial situation. The good news is that when you find a financial advisor who meets all these items on this checklist, you can be assured you are receiving comprehensive financial services and a customized financial plan built just for you and your financial success!

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Gold Medal Services 

"The New Standard in Personalized Wealth Management"

Compare our list of Gold Medal Services to the services you receive from your financial advisor today.

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Investment "Watch Dog" Service

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs

  • Continual monitoring of your investments

  • Frequent meetings to: review, evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio

  • Monthly Statements

  • Independent Advice

  • Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s

  • Aggregation of all your accounts to simplify and reduce paperwork

 

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies

  • Review of your tax situation and planning to incorporate any new tax law changes

  • Recommendations of tax solutions including tax advantaged investments

  • Staying up-to-date on and presenting new tax laws that can affect your situation

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Retirement Income & Distribution Planning

  • Analysis of your income needs now and, in the future

  • Analysis of potential estate tax liabilities

  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living

  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans & IRAs

  • Analysis of the beneficiaries of your IRAs

  • Review the possibilities of converting to a Roth IRA

Retirement Planning
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Family Wealth Planning

  • Analysis of your current estate plan and concerns

  • Complimentary consultation with your attorney

  • Assistance in transferring assets to your Living Trust or other trusts

  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

  • Review of beneficiary designations and asset titling

  • Review of your long-term care needs.

Family Wealth Planning
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Client Services and Communications

  • Quarterly Newsletter to keep you apprised of the most current planning options

  • Quarterly, semi-annual, or annual reviews

  • Special reports on how to help reduce your taxes and other important topics

  • Special Gold Medal Service Events (including client education and appreciation events)

  • Newsletters with important tax law changes

Financial Management for your family's finances

Learn more about our
Wealth Management Services

More information about our wealth management services can be found HERE.

 

Please call our office anytime to make an appointment with one of our top financial advisors if you need any more information. We would be honored to provide you with financial advice to help you meet your long term financial goals.

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Download Our E-Book Financially Fortified

What are you doing to protect yourself, your family, your wealth, and your legacy?

 

The good news is that by reading this ebook, you are on the path to Fortified Finances. This ebook is designed as a short guide to vetting a financial advisor objectively and ensure they are worthy of the trust you will place in them.

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TESTIMONIALS

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We love when our financial planning clients and tax preparation clients go the extra mile to leave us online reviews! Thank you for sharing how one of the best wealth management firms in South Jersey has helped you reach your goals!

Filed my first tax return with Apex and as someone who is new to this, they did a good job of guiding me through the process. Tasheira Zimmerman kept me fully up to date with everything and responded to all my messages and calls quickly. I had a great, stress-free experience, will be doing business with them again. 10/10 recommend

JOSHUA S. Google Review 3/2022

Bill, John and their entire staff are wonderful. They helped us not only with our personal taxes but our LLC as well. They are true pros who care about their clients. I have known them for years and trust them.

JEFFREY B. Google Review 3/2021

John Miller at Apex Taxes has been preparing my taxes for both my mother and I for over 15 years since my first job in high school! It is always a pleasure to see him every year and catch up. He is a true professional and sincerely one of the nicest people that I have ever met. I highly recommend having him prepare your taxes and/or any of the other financial services that Apex provides. He is a great source of knowledge on the process and as stated above is a real stand up guy!

JERRY D. Google Review 4/2021

Outstanding is every way. Professional, compassionate, kind, friendly and knowledgeable. We feel secure in knowing what they do for us is right in our best interest. You never feel rushed with everything carefully explained. John is always there for us year round by phone or email. Outstanding is every way.

RONALD M. Google Review 5/2021

We are new customers this past ~year. We had our taxes done initially and now are using Apex for some investments. So far, smooth sailing and friendly service. Would recommend Apex for both.

RICK T. Google Review 5/2021

My family and I have been going to John for probably close to 15 years now! There is no one I would trust more with my taxes and financial affairs. John is knowledgeable and extremely kind and has been so helpful to me through the years with any questions I have had. Highly recommend John Miller and the entire APEX team!

KIMBERLY K. Facebook Review 5/2020

I have been a client at Apex for over 15 years. Bill Madera is an extremely knowledgeable financial advisor. He has been there for me on many occasions. He responds quickly to my questions and concerns. All the Apex staff are pleasant and efficient.

JOE O. Facebook Review 5/2020

Proudly Serving South Jersey for over 20 Years

Haddonfield 08033 Haddon Heights 08035 Cinnaminson 08077 Cherry Hill 08002 08003 08034 08358 
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Moorestown 08057 Mount Holly 08060 Mount Laurel 08054 in New Jersey and Beyond!