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 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 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.Contact Us