The furthest reach of excellence in financial guidance
We strive to manage the peace of mind for the clients we serve, creating a relationship rooted in safety and security that reflects our commitment to honoring the trust they have placed in us. We recognize the uniqueness of each person and family situation focusing on thoughtful and meticulous planning tailored to their individual needs.
About Apogee
Wealth Management
With over 35 years of experience, Apogee Wealth Management stands as a beacon of financial industry expertise and unwavering commitment to our clients. Our journey began with Ed Harris, whose intense desire to help people led to the realization that discussing money could be an opportunity to combine passion with purpose. At Apogee, authenticity is our hallmark—we genuinely care about the financial well-being of our clients.
Our mission goes beyond selling products; we aim to provide value and make a lasting impact for the families we serve. The name “Apogee” encapsulates our ethos—we strive to be the highest point in the development of financial success, providing the pinnacle in service and dedication. Just as the term refers to the point in the orbit farthest from the Earth, Apogee Wealth Management represents the furthest reach of excellence in financial guidance. We strive to provide the highest level of service to the families that have entrusted us with their life savings, so that each client’s financial journey can reach its apogee.
Our Dynamic Allocation Process
At Apogee, we don’t just plan for the present; we navigate through the stages of life. We guide you through the various stages your life will take, focusing on your peace of mind along the way. We employ an adaptive portfolio design and review process, understanding change will be the one constant in life and your portfolio should adapt as needed.
Our Core Values
At Apogee Wealth Management, accountability is a two-way commitment and we hold every team member to the highest standard. Our values shape a culture of Limitless Standards, where we perpetually strive for excellence. Everyone Wins defines our collaborative ethos, embracing individuality while rejecting mediocrity. Urgency is addressed proactively, and Aiming Small to Miss Small keeps us laser-focused on our core proposition. Going All The Way is our creed—no shortcuts, only thorough and complete service for the families who trust us with their wealth. These principles are not just words; they embody the essence of Apogee.
Our principles are not just words
Accountability
Accountability is not a top down consideration. Rather it is a mutually applicable rule that our values enforce upon us. Our values and commitments hold us accountable and every member of our team will be held to the highest standard of our values.
Limitless Standards
We hold ourselves to the highest standards of service and value proposition for the families we serve. However, we cannot settle at high standards. We must be striving to set new standards. The value of Limitless Standards carries the responsibility to always be seeking prudent ways to raise our current standards higher.
Everyone Wins
Each member of our team has the unalienable right to determine what winning means for them. We, as one team, are here to support each member in winning. We do not tolerate mediocrity in any area of life for our team. However, we wholeheartedly honor the individuality represented by each member of our team. When One wins We All Win!
Urgent Things
Are Urgent
Very few fires should show up. A “fire” is an indication of flawed processes and environment. Therefore, we focus our attention on our processes and value proposition. When urgent things arise we will be prepared for them. In our preparation we will work to ensure our processes and workflows limit the possibility of creating unnecessary urgency.
Aim Small
Miss Small
We are laser focused on our value proposition and the high standard of service for the families we serve. We must avoid distractions that cause us to deviate from our bullseye. When evaluating additions to our value proposition we will carefully evaluate those items in light of our primary target. The bullseye is the priority!
Going All
The Way
There are no shortcuts to success and there are not shortcuts allowed in serving the families that have entrusted their wealth to our care. We will be thorough and complete in our work and fulfillment of our service to our families.
Are You
Retirement Ready?
Embark on an eye-opening journey with Retirement Ready, an educational course tailored for adults aged 55 to 70. Delve into the intricacies of Today’s Retirement environment which holds characteristics both familiar and distinct from the past. What are the strategies used to mitigate taxation and risk in retirement? How should you use your resources to maximize their impact for your long-term security and legacy? Our instructors will provide clear insights into all of these topics and more putting you in a position to know the best path forward for your family.
