Apex Wealth Management
6354 Vermont Route 7a, Sunderland, Vermont 05250
About the Apex Wealth Management
Apex Wealth Management, located at 6354 Vermont Route 7a in Sunderland, Vermont, is a finance institution dedicated to helping individuals achieve their financial goals and live the life they desire. Led by Certified Financial Planner Brenna Warren since 2012, the team at Apex Wealth Management understands that wealth management goes beyond just numbers and portfolios – it's about guiding clients towards their ideal lifestyle.
By taking the time to understand each client's unique values, goals, and financial situation, Apex Wealth Management creates personalized financial plans that encompass all aspects of their financial world. Constant monitoring and adjustments ensure that clients stay on track towards their goals, allowing them to focus on living their lives while the team at Apex Wealth Management handles the details.
As an independent firm not affiliated with Money Concepts Capital Corp, clients can trust that Apex Wealth Management has their best interests at heart. All securities are through Money Concepts Capital Corp, a member of FINRA/SIPC, providing clients with peace of mind and expert guidance on their financial journey.
Photos of Apex Wealth Management
6354 Vermont Rte 7a, Sunderland, VT 05250, United States
Opening hours of Apex Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 12:00
Saturday:
Closed
Sunday:
Closed
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