Why Apogee?

There is a gap between information and knowledge.  Our use of prudent and proven financial planning concepts along with our personalized service will help bridge that gap.  Our goal is centered around helping you towards your financial “apogee.”

We purposely added ‘partners’ to our firm name because we believe that the more clients know about what we do and how we do it, the more empowered they become as partners with us to help grow their assets.

Let our 60-plus years of wealth management experience help you become a better steward of your wealth.