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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 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 on regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates.  
 

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

  • 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

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 tailored for you by our Certified Financial Planners™ (CFP®)

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