APEX TAX ADVISORS, LLC
APEX CAPITAL WEALTH MANAGEMENT
A Member of Advisory Services Network, LLC
WEALTH
MANAGEMENT
SERVICES
We believe funding your future takes good advice, professional planning, and a personalized approach from a financial advisor that cares about your goals.
"Protecting Your Financial Flock"
Apex Capital Wealth Management offers each client customized financial planning, consultation, advice, and related products to help them plan their 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.
Gold Medal Services
Wealth Management Services
Investments: Individual Planning
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College Planning - 529's, UTMA's, Coverdell's
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Stocks
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Bonds
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Mutual Funds
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Variable Annuities*
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ETF's
Investments: Retirement Planning
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IRA's - Traditional & Roth
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401K Rollovers
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Individual 401K's, SEP's SIMPLE
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Company Retirement Plans - 401K's, Money Purchase Plans
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Distribution Planning
Specialty Services
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401K Review
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Mid Year Review
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Beneficiary Review
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Distribution Planning
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Lifestyle Maintenance Planning
Estate Planning
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Work with Attorneys to put a proper plan in place
*Variable annuities are offered only by prospectus. Carefully consider the investment objectives, risks, charges, and expenses of variable annuities before investing. This and other information is contained in each fund’s prospectus, which can be obtained from your investment professional and should be read carefully before investing. Guarantees are based upon the claims paying ability of the issuer.
Variable annuities are long-term, tax-deferred investments designed for retirement, involve investment risks, and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59† unless an exception to the tax is met. Add-on benefits are available for an extra charge in addition to the ongoing fees and expenses of the annuity and may be subject to conditions and limitations. There is no guarantee that an annuity with an add-on living benefit will provide sufficient supplemental retirement income.
Private 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:
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Reviewing your investments and designing a personalized portfolio appropriate to your needs by a registered investment advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®)
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Year-long, continual monitoring of your investments
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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
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Commission-free transactions on most trades in your account (certain transaction fees may apply)
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Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k)s
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Quarterly “market watch” letter detailing our firm's research, analysis and view of the current state of the investment markets
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Independent Investment Advice and Risk Management
Tax Reduction Planning
As part of our Wealth Management Services, our CERTIFIED FINANCIAL PLANNER™ (CFP®) 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:
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Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
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Review of your tax situation and planning to incorporate any new tax law changes
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Recommendations of tax solutions including tax advantaged investments
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Staying up-to-date on and presenting new tax laws that can effect your situation
Family Wealth Planning
Estate Planning is one of the most crucial parts of our financial services. One of South Jersey’s financial advisors can help you protect your assets and navigate your concerns by:
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Providing a review and general analysis of your current estate plan and concerns by a wealth management consultant
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Facilitating a free consultation with your attorney
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Trust Services: Giving assistance in transferring assets to your Living Trust or other trusts
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Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
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:
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Analysis of your income needs now and in the future.
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Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
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Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs
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Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA to minimize the tax consequences to your loved ones.
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:
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Quarterly Newsletter to keep you apprised of the most current planning options
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Portfolio Reviews
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Special reports on how to reduce your taxes and other important topics
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Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)
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Newsletters with important tax law changes
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.
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What are you doing to protect yourself, your family, your wealth, and your legacy?
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