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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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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, rolling over a 401K, or looking forward to retirement planning, our financial advisors can 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 private wealth management 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 personal financial advisor 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)

  • 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 Advice

 

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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 capital wealth management. 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

  • 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.  

APEX BLOG

Each quarter, at Apex Capital Wealth Management, we mail a financial update as part of our commitment to educate our financial planning clients by giving them information and an understanding of their investments, the market and how it affects their financial targets. This blog gives just a sampling of what we provide to our clients to help them make their financial decisions.

Financial FAQ's

We hope you find the answer to your questions here. Please call our office anytime to make an appointment with one of our certified financial planners 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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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

What is Wealth Management?

Wealth Management strives to meet the client’s life and financial planning goals. It takes a holistic approach to a client’s financial situation through a broad range of services including financial planning, tax reduction planning, investment monitoring, and estate planning. Consolidating all types of financial advice in one capital wealth management firm serves to streamline these services for the individual.

 

What can I expect from a Wealth Management Advisor?

An interview is the first step in the wealth management firm’s process. A wealth management advisor will ask a complete array of questions to help put together a financial plan to help meet the client’s individual goals.

Once the plan is completed, the advisor will meet with the client throughout the year to review the goals and adjust as needed.

 

What kind of credentials should I look for in a Capital Wealth Advisor?

The most important credential that an individual would look for is whether that advisor is a fiduciary. A fiduciary means that the advisor must put the client’s interest above their own or their employers. Certain credentials like CFP’s (Certified Financial Planner) and those that work for Registered Investment Advisors are required to act as fiduciaries.

What are the benefits to having a Local Financial Advisor?

Most people feel more comfortable speaking with wealth management advisor face-to-face at the wealth management firm. Reviewing sensitive information, like retirement investments, in person, can put you at ease and help you build a repour with your personal financial advisor. In a local office, you can discuss your questions and concerns as often as you need to at a physical location, by email, online meeting or by phone. A good local financial advisor will stress the need for regular meetings or check-ins to make sure you are on track to meet your goals.  Finding an advisor who meets your individual needs and who understand your circumstances is important to managing your money with stability and peace of mind.

What if I move and can no longer meet in person with my financial advisor?

Top financial advisors can make this transition as smooth for you as possible. At Apex Capital Wealth Management, we have clients that have continued to partner with us even though they have moved many states away. We take pride in offering services that give our clients peace of mind no matter where they live.

What type of services does Apex Capital Wealth Management and Apex Tax Advisors offer?

At Apex we strive to offer a comprehensive suite of services to cover all the financial aspects of a person’s life. This is one of the reasons tax planning and preparation is so important – because it is so integral to how your money will serve you, now and in the future.

We offer individual investment planning, including college planning, stocks, bonds, mutual funds, variable annuities, and ETF’s, (exchange-traded fund). In addition to this, our financial planning services include planning for retirement with IRA’s – Traditional IRA’s and Roth IRA’s, 401K rollovers, individual 401k’s, SEP’s (Simplified Employee Pension Plan), Money Purchase Plans and Distribution Planning. Our Specialty Financial Planning Services include a 401K Review, a Mid-Year Review, Portfolio Review, Beneficiary Review, Distribution Planning and Lifestyle maintenance Planning. Apex will also work with attorneys to put a proper plan in place for your estate plan.