Our Process

Our process is simple, yet has been refined in the almost 30 years we have been leading clients to the to the pinnacle of financial security. We’re proud of our name – APEX – and we believe in our process, which has helped so many. That’s why we combined the two.

So what does A.P.EX. stand for?

Assess – From the very first time we meet, we listen to your needs. We talk frankly about where you are now from a financial standpoint, and where you want to be. We note your needs and your dreams and maintain confidential communication. After talking things through – sometimes several times – gathering financially related documents and reaching a consensus with you, we move on to the next step

Plan – APEX thoroughly researches investment options based on our time-tested approach, and develops a financial plan that best matches your needs. We present you with that investment strategy, ensure you understand how it works in the short and long term and gain your stamp of approval.

Execute – We put your plan in action. But we don’t stop there. This part of our process includes remaining alert to changes in taxes, law and economics, and we visit with you as much as necessary to adapt to any changes.