Wealth Management
Advisory Core Services
$250,0004 to $499,999
in investable assets
Goals and objectives review
Custom analysis of risk tolerance
Investment management agreement
Overall net worth analysis
Cash flow and budget review
Asset allocation review
Portfolio rebalancing
Portfolio performance reporting
Tax and cost-basis reporting
Additional Financial Planning Services1
Financial plan development
Financial plan updates
Estate planning services
Advisory Comprehensive Services
$500,000 to $999,999
in investable assets
Comprehensive financial plan
Business balance sheet review and analysis
Retirement needs analysis
Income distribution strategies
Education planning and funding
Tax planning Strategies
Comprehensive insurance planning
Estate planning services
Beneficiary designations review
Consolidated online account access
Secure e-document organizer
Personalized Wealth Management portal (Emoney)
1099 Concierge service
Additional Financial Planning Services
Financial plan updates1
+Advisory Core Services
Advisory Advanced Services
$1,000,000+
in investable assets
Strategic planning for wealth conservation
Charitable gifting strategies
Estate Planning and Legacy Strategies
Tax-optimized investing and giving3
Philanthropy Strategies and Planning
Executive compensation planning for:
- Deferred compensation
- Stock options
- Concentrated portfolios
Business financial planning
Annual financial plan updates
No cost for Power of Attorneys (Health & Financial)2
Beneficiary designations review
+Advisory Comprehensive Services
+Advisory Core Services
1Additional financial planning services can be available for an hourly consulting or fixed fee.
2Creation of estate planning documents can be accomplisehd through your current attorney, any attorney of your choice, or we are happy to refer you through our network of local attorneys. Apex Financial Services Group does not create the legal documents. Creation of no cost power of attorneys is though our network of attorneys, however you are welcome to use your own attorney. Any cost for any legal documents will be determined by you and your attorney.
3The information in this material is not intended as tax or legal advice. Please consutl legal or tax professionals for specific information regarding your individual situation.
4In some cases we work with clients who may have below $250,000 in investable assets and on a case by case basis. Please contact us to discuss what services would be available to you.
"We believe that a Financial Plan is the foundation and pathway that takes you from where you are to where you truly want to be. At Apex Financial Services Group, that process starts with the personal relationship between you and us as your financial advisors"
Schedule a meeting online | Or call us at (714) 919-4446