Apogee Wealth Advisors Employee Directory
Financial ServicesNew York, United States2-10 Employees
Apogee Wealth Advisors is a boutique financial services firm providing guidance in the areas of financial planning, asset management, estate and insurance planning and executive benefits. Our commitment is to provide comprehensive, tailor-made solutions to meet the goals of our clients. Our clients' interests are the foundation of our work at Apogee. We are well–connected throughout the financial arena and are affiliated with Commonwealth Financial Network® as independent Financial Advisors, which means we have the freedom to choose the right solution to support the needs of each client. With Apogee you get a partner, an advocate and a steward for your life’s vision, your wealth and your legacy. At Apogee we are committed to: • Assisting our clients in effectively managing their wealth and making crucial financial decisions that respect their values and support their goals. • Building and maintaining long-term, trust-based relationships through intent listening, clear communication, and tailored strategies. • Delivering an elevated level of service with integrity, honesty and high ethical standards. • Continually educating ourselves so that we can share the latest financial information with our clients. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Apogee Wealth Advisors LLC, 480 Bedford Rd, Suite 3210, Chappaqua, NY 10514-2117, (212) 256-1235. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
1-888-653-2347 
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