Broker Check
About Us Our Team Our Services Our Approach
 

Our Company

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

Learn More 
 

What We Can Offer You

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

Learn More 
 

Our Professionals

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

Learn More 

Understanding Today's Financial Environment

Welcome to APD Wealth Management. We help individuals, families and small businesses with the three phases of wealth; Accumulation, Preservation and Distribution.

APD Wealth Management is an independent company, not tied to a bank or institution that requires us to sell or promote their specific products.  Investment recommendations are customized for each client. 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.

Contact Us 

Helpful Content

Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Can I Refinance My Mortgage?

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.