CLIENT PORTAL

Trust, Expertise,
and Dedication:

Introducing the Faces Behind 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 Team is Standing By to Assist

Meet

Ed Harris, AWMA

Ed Harris, dedicated Financial Advisor and proud owner of Apogee Wealth Management. Ed’s mission goes beyond financial transactions; it’s about honoring the trust his clients place in him at the highest level. He utilizes a consultative process focusing on educating and guiding clients. With over 20 years in the business and holding the Accredited Wealth Management Advisor (AWMA) designation, Ed brings a wealth of experience to the table. His passion for advising clients stems from his proactive nature; preparing and minimizing risks that clients face in life.

He and his wife, Melissa, are proud parents to five kids. Their passion for health and fitness, coupled with a focus on personal growth, extends to their children who are actively involved in sports and fitness training—football, basketball, gymnastics.

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Meet Scott Brady

In his nearly 30-year career as a Financial Advisor, Scott has devoted his career to serving clients through a holistic financial planning process. He is a graduate of The University of Michigan and has held the Certified Financial Planner® designation for more than 20 years. Scott’s hobbies include world travel, working and playing outdoors—especially boating and golf, and spending time with friends and family. Some of his main interests are history, music, and engaging in stimulating conversation. He is married with two teenage sons and a dog.
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Meet Melissa Harris

Melissa provides administrative support for Apogee Wealth Management. She has an extensive background in the financial industry holding management positions at several firms. She most recently provided consulting services to successful mortgage firms.

She is an amazing wife and mother (just ask her husband).

Connect with Melissa Harris

Meet Leigh Goffett

With Leigh having over 25 years of experience in the financial industry she comes with a wealth of experience.  With her background in operations and firm-level risk management, she provides leadership in ensuring our firm has clear processes in place to provide excellent service to the families we partner with.  She has three daughters and loves to travel abroad, particularly to the U.K. which is where her family immigrated from.

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If you have a question,

Contact Us Today

The furthest reach of excellence in financial guidance
248-686-1858
248-686-1858
About
Contact

Apogee Wealth Management
21800 Haggerty Rd, Suite 102
Northville, MI 48167
248-686-1858

Disclosure: WARRANTIES & DISCLAIMERS: There are no warranties implied. Apogee Wealth Management (AWM) is a registered investment adviser located in Northville, MI. AWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. AWM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of AWM’s web site on the Internet should not be construed by any consumer and/or prospective client as AWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Apogee Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Apogee Wealth Management, please contact the state securities regulators for those states in which AWM maintains a registration filing. A copy of Apogee Wealth Management’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from AWM upon written request. AWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to AWM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Apogee Insurance Services, LLC (AIS) and individually licensed and appointed insurance agents.

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