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WEALTH
MANAGEMENT
SERVICES

Funding your future takes expert advice, professional planning, and a personalized approach from a financial advisor that cares about your goals.
 

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"Protecting Your Financial Flock"

Apex Capital Wealth Management offers each client customized financial planning, consultation, advice, and related products to help them plan futures and make them a reality.

 

In unpredictable times, you need a reliable team of financial advisors that you can trust.

We are your neighbors with the know-how!

"The New Standard in Personalized Wealth Management"

Our suite of wealth management services can help you meet your financial goals in any stage of life. Whatever your goal for your financial future might be – saving for your child’s college education, planning to buy a home, investment management, rolling over a 401K, or looking forward to retirement planning, our wealth managers can determine the services needed and create a plan to help you reach the goals that are important to you - now and in the future.

Financial Planning and Retirement

Gold Medal Services

Investments: Individual Planning

  • College Planning - 529's, UTMA's, Coverdell's

  • Stocks

  • Bonds

  • Mutual Funds

  • Variable Annuities

  • ETF's

Investments: Retirement Planning​

  • IRA's - Traditional & Roth

  • 401K Rollovers

  • Individual 401K's, SEP's SIMPLE

  • Company Retirement Plans - 401K's, Money Purchase Plans

  • Distribution Planning

Specialty Services

  • 401K Review

  • Mid Year Review

  • Portfolio Review

  • Beneficiary Review

  • Distribution Planning

  • Lifestyle Maintenance Planning

Estate Planning

  • Work with Attorneys to put a proper plan in place
     

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Gold Medal Services 

"The New Standard in Personalized Wealth Management"

Below is a more detailed description of the financial services that Apex Capital Wealth Management has to offer. If you have any questions, please call the office to schedule a call or meeting with one of our financial advisors. It is our objective as your wealth management team to make your financial goals a reality for you and your family.

Investment Monitoring Service

An Investment Advisor will take the time to review your investments, your current finances, and listen to your goals. A personalized portfolio, appropriate to your needs, will then be designed to help you meet those goals. Our investment monitoring service includes:

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs by a registered investment advisor

  • Year-long, continual monitoring of your investments

  • Multiple meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you

  • Commission-free transactions on most trades in your account (certain transaction fees may apply) by 

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

  • Quarterly “market watch” letter detailing our firm's research, analysis and view of the current state of the investment markets

  • Monthly Statements

  • Independent Investment Advice and Risk Management

 

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Tax Reduction Planning

As part of our Wealth Management Services, our certified financial planners will complete a comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies. This is where Apex’s holistic approach to taxes and investments, functions well to help you reach your financial goals. Here is what you can expect:

  • Comprehensive review of your tax return to highlight opportunities for maximizing 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 effect your situation

Tax Reduction Planning

Family Wealth Planning

Estate Planning is one of the most crucial parts of our financial services. One of South Jersey’s best financial advisors can help you protect your assets and navigate your concerns by:

  • Providing a review and general analysis of your current estate plan and concerns by a wealth management consultant

  • Facilitating a free consultation with your attorney

  • Trust Services: Giving 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

 

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Retirement Income & Distribution Planning

 

You may already have an idea of how you want to live your life after retirement. We can help you plan for your retirement goals by:

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

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

  • Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs

  • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA to continue your IRA for up to 70 years or longer after you pass away!

Client Services and Communication

An important service of Apex Capital Wealth Management is not only guiding our clients but giving them an education and understanding of their investments, the market and how it effects their goals. Here are some of the ways our top financial advisors meet this target:

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

  • Portfolio Reviews

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

  • Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)

  • Newsletters with important tax law changes

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Our Mission Statement

To provide our clients with sound tax preparation, advice and planning along with quality financial products that will help them to reach their goals and dreams.

Our Philosophy

An effective financial plan takes a comprehensive approach and may span several years, taking into account our client's multiple concerns and objectives.  

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 capital wealth 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