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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

Can Election Results Predict the Market?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.