About Apogee Wealth Management
Apogee Wealth Management is more than just a financial advisory firm — it’s a trusted partner dedicated to helping great people accomplish great things. Our clients’ financial well-being is our priority, and we firmly believe that everyone can define their own version of success, allowing everyone to “win” on their terms.
At Apogee, we pride ourselves on being small enough to offer personalized, relationship-driven service but large enough to deliver scalable, family office-style support, typically only afforded to the wealthy. This approach allows us to transfer financial security to future generations, ensuring long-term success when done right.
We leverage industry-leading platforms and partnerships while maintaining our independence and ensuring that we work for our clients, not a large investment or insurance company that may have competing interests. The value we bring is in the genuine relationships we develop, offering the same level of dedication and care as if we were managing our own family’s financial future.
Our Mission
At Apogee Wealth Management, we believe in going beyond just offering financial products — we focus on making a meaningful and lasting impact for the families we serve. Our mission is to guide each client toward financial success, and we’re dedicated to helping you reach the pinnacle of that journey. We’re here to help “Great People Accomplish Great Things!”
STRIVING FOR EXCELLENCE
The name "Apogee" symbolizes the highest point of success, and that’s exactly what we aim to provide — top-tier financial guidance that pushes the boundaries of what’s possible for you and your family. We believe in going the extra mile to ensure your financial well-being.
Personalized and Purpose-Driven
Every family is unique, and so are their financial needs. That’s why we deliver personalized, thoughtful service designed to address your specific goals, from wealth accumulation to legacy planning, with the utmost dedication to your financial journey.
Your Financial Journey at the Highest Point
We deeply value the trust our clients place in us and strive to provide expert, steadfast guidance at every step of their financial journey. At Apogee, our goal is to help you navigate complex financial decisions with clarity and confidence, working together to pursue your long-term goals.
Introducing the Faces Behind Apogee Wealth Management
When you work with Apogee, you gain the peace of mind that comes from a partner dedicated to your financial well-being. As your Team Captain, we’ll coordinate all aspects of your financial well-being as we prioritize transparency, objectivity — and a personalized approach across every facet of wealth management. And our “family office” approach means you get white-glove service at a reasonable cost.
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
Ed Harris, AWMA
Ed Harris is the Founder and CEO of Apogee Wealth Management, as well as the driving force behind Apogee Wealth Academy, a 501(c)(3) organization dedicated to helping individuals and families build brighter financial futures through education. With a passion for making financial concepts accessible, Ed empowers people to take control of their financial well-being, guiding them toward confidence and security in their financial decisions.
Ed’s journey of service began at the young age of 15 when he entered the ministry, instilling in him a deep sense of purpose and a desire to uplift others. This early experience shaped his values and commitment to helping those around him, a theme that resonates throughout his professional life. With over 20 years of experience in the financial sector, he combines professional expertise with a genuine commitment to serving his clients. Through Apogee Wealth Management, Ed helps clients navigate complex financial landscapes, ensuring they have the knowledge and strategies needed to achieve their long-term goals.
His holistic approach to wealth management focuses not only on investment strategies but also on the emotional and psychological aspects of financial decision-making. Ed understands that financial health is intertwined with personal values and life goals. By taking the time to listen to his clients and understand their unique situations and aspirations, he tailors his advice to meet their specific needs, fostering a sense of trust and partnership.
Alongside his wife, Melissa, Ed raises their five children with values rooted in health, fitness, and personal growth. Family is at the core of his life, and he believes in leading by example. Whether cheering on their kids at football, track, basketball, or gymnastics events or fostering meaningful connections through his work, Ed brings warmth, care, and encouragement to everything he does. He actively part…
Eric Solomon
Eric Solomon, Wealth Management Advisor, retired from his career in corporate finance at Ford Motor Company in 2020. Growing up in an investment household, Eric developed a passion for understanding how markets worked and the principles of wealth management from a young age. This early interest blossomed into a lifelong commitment to financial education and empowerment. Before joining Ford, Eric worked at a CPA firm, where he honed his personal finance skills and provided informal financial planning and advice to friends and family, further solidifying his dedication to helping others navigate their financial journeys.
After a long career at Ford, where he worked in Employee Benefits Finance, Eric has focused on Financial Advising and Wealth Management, with a special emphasis on Retirement Planning. His passion lies in educating clients and developing Retirement Plans that enable individuals to flourish in their golden years.
Eric earned a BA in Accounting from Michigan State University and an MBA from The University of Michigan with a concentration in Finance. He is engaged to Ana and has two adult children. In his free time, Eric enjoys working out, playing tennis, and occasionally golfing. His enthusiasm for life and dedication to his family and clients are evident in everything he does.
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., where her family immigrated from.
Jeremiah Reitz
Jeremiah is completing his finance degree at Eastern Michigan University and is passionate about becoming a trusted financial advisor. His dedication to helping individuals and families achieve their financial goals drives his commitment to excellence in the field.
Jeremiah enjoys spending time boating on the west side of Michigan, hunting, and staying active through his passion for health and fitness. He also loves traveling to visit friends and explore new destinations.
Melissa Harris
Melissa provides administrative support for Apogee Wealth Management. She has an extensive background in the financial industry, having held 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).
Strategic Partners with BrookHaven
Blake Schaper
Blake Schaper brings a unique blend of expertise in tax planning, financial analysis, and real estate investment to his partnership with BrookHaven. As a Certified Public Accountant (CPA) and Chartered Trust and Fiduciary Advisor (CTFA), Blake combines his tax expertise with innovative strategies for managing complex financial and investment needs. His distinguished military background and leadership roles in the financial and real estate sectors make him a trusted advisor for BrookHaven clients seeking comprehensive wealth management solutions.
Greg Wright
Greg Wright offers an exceptional depth of knowledge in taxation and financial planning, perfectly complementing BrookHaven’s holistic approach to wealth management. As a CPA and experienced financial strategist, Greg’s focus on integrated tax and financial strategies aligns seamlessly with BrookHaven’s commitment to delivering tailored solutions. His proven expertise supports BrookHaven’s mission to empower clients with proactive and informed financial guidance. Greg is currently CEO for Bison Advisors, LLC and Managing Director of BrookHaven.
Lisa Davis
With over three decades of experience, Lisa Davis is a key strategic partner with BrookHaven, offering expertise in tax planning and business advisory services. A seasoned CPA and accomplished educator, Lisa’s extensive background includes real estate tax strategies, entrepreneurship, and academia. Her dedication to delivering tailored financial solutions strengthens BrookHaven’s ability to serve a diverse and complex clientele, ensuring clients benefit from her deep industry knowledge and strategic insights.
Victor Wilkerson
Victor Wilkerson is a highly experienced financial planner and wealth strategist, bringing over 20 years of expertise to his partnership with BrookHaven. As a Certified Financial Planner® and Chartered Financial Consultant, Victor specializes in tax strategies, estate planning, and trust consulting. His comprehensive skill set and focus on delivering customized financial strategies align perfectly with BrookHaven’s mission to provide clients with the highest level of service and expertise.
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.
At Apogee, accountability is a shared commitment between us and the families we serve. Our values guide everything we do, ensuring that every decision and action reflects the highest standard of integrity. We hold ourselves and each other to these standards because our clients deserve nothing less.
Our commitment to excellence goes beyond meeting expectations—we continually push ourselves to set new ones. For the families we serve, this means relentless dedication to raising the bar in service and value. At Apogee, “good enough” is never an option; we’re always striving for better.
We believe success is personal and unique to each individual, whether it’s a team member or a client. At Apogee, we foster an environment where everyone’s goals are celebrated, and collaboration ensures collective success. When one of us thrives, we all thrive, creating a culture of excellence and shared victories.
We’re dedicated to maintaining efficient processes that prioritize what truly matters to our clients. Emergencies are rare because we focus on preparation and proactive solutions, ensuring that we’re ready to address urgent needs without compromising quality or service.
At Apogee, we maintain laser focus on delivering exceptional value and service to the families we serve. Every decision is carefully evaluated to ensure alignment with our core priorities and client goals. Staying true to our mission means avoiding distractions and keeping the bullseye in sight.
For the families who entrust us with their wealth, shortcuts are never an option. At Apogee, thoroughness and attention to detail are at the heart of everything we do. We are dedicated to seeing every task through to completion, ensuring that no stone is left unturned in our commitment to your financial success.