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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

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.