WEALTH
MANAGEMENT
SERVICES

Funding your future takes expert advice, professional planning, and a personalized approach

Apex Capital Wealth Management offers each client customized consultation, advice, planning services, and related products to help them plan futures and make them a reality. In unpredictable times, you need a reliable team you can trust. We are your neighbors with the know-how. 

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

Investments:

Individual Planning

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

  • Stocks

  • Bonds

  • Mutual Funds

  • Variable Annuities

  • ETF's

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Specialty Services

  • 401K Review

  • Mid Year Review

  • Portfolio Review

  • Beneficiary Review

  • Distribution Planning

  • Lifestyle Maintenance Planning

 

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Estate Planning

Work with attorneys to put proper plan in place
 

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SCHEDULE YOUR APPOINTMENT NOW

Mon-Fri: 9-5 | Evenings by Appointment  |  Saturdays by Appointment Only

Do you know how the new tax laws impact you?

We do. Call 856-778-0980 today!

Founding Partners of Apex Tax Advisors

Founding Partners of Apex Tax Advisors, LLC

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  • Yelp - Grey Circle
  • LinkedIn - Grey Circle
  • Facebook - Grey Circle

Apex Tax Advisors LLC.
Apex Capital Wealth Management,
A Member of Advisory Services Network, LLC
 

505 South Lenola Rd. Suite 110
Moorestown, NJ 08057

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M-F: 9-5 | Evenings & Sat Appt Only

Extended Hours 9AM - 8PM February, March & April

CFP Board

Members: 

NATP

Advisory services are offered through Apex Capital Wealth Management, A Member of Advisory Services Network LLC. Tax and accounting services are offered through Apex Tax Advisors, LLC. Advisory Services Network, LLC and Apex Tax Advisors, LLC are separate and unrelated entities.

© 2021 Apex Tax Advisors, LLC​.

William Madara CFP®, ChFC®, EA 

John Miller CFP®, EA