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About Us Our Team Our Services Our Approach
 

Our Company

Our experienced professionals have helped many people just like you pursue their financial objectives.

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What We Can Offer You

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Professionals

Our team approach offers a range of services to provide more benefits to our clients.

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Understanding Today's Financial Environment

Welcome to APD Wealth Management. We are an independent, financial services and wealth management company. Our mission is to help individuals, families and small businesses with all three phases of wealth; accumulation, preservation and distribution.

APD Wealth Management is a privately owned company. We are not a branch of a bank, brokerage or insurance company. There are thousands of financial products available and our independence allows us to make recommendations based on your goals. We do not use proprietary or company sponsored products.

Portfolios created for each client are designed to help clients work toward their specific objectives, goals and always take into consideration their risk tolerance. We are committed to maintaining high standards of honesty and professionalism.

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Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.