Apogee Wealth Advisors
Financial Services - New York, NY, US
Apogee Wealth Advisors Employees
Apogee Wealth Advisors Details
Apogee Wealth Advisors is a boutique financial services firm providing expert guidance in the areas of financial planning, asset management, estate and insurance planning and corporate and executive benefits. Our commitment is to provide comprehensive, tailor-made solutions to meet the goals of our clients.Our clients' interests are the foundation of our work at Apogee. We are well–connected throughout the financial arena but remain unaffiliated with any one institution so that we can select fitting partnerships to support the needs of each client. With Apogee you get a partner, an advocate and a steward for your life's vision, your wealth and your legacy.At Apogee we are committed to: • Assisting our clients in effectively managing their wealth and making crucial financial decisions that respect their values and support their goals.• Building and maintaining long-term, trust-based relationships through intent listening, clear communication, and tailored strategies.• Delivering an elevated level of service with integrity, honesty and high ethical standards.• Continually educating ourselves so that we can share the latest financial information with our clients.• Remaining independent, unaffiliated and objective in order to serve the best interests of our clients.Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Apogee Wealth Advisors, LLC, 570 Lexington Ave, 16th Floor, NYC NY 10022, (212) 256-1233. This communication is strictly intended for individuals residing in the states of NY, NJ, CT, CA, CO, DC, FL, IN, MA, OH, PA, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.
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