Apex Wealth Management, LLC

Contact Us
Info@apexwealthmgmt.net 214-227-6513 P.O. Box 1703 McKinney , TX 75070

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Let Us Help You Plan Your Future

Save Money
Invest for tomorrow
Plan For College

Financial Planning
We offer our clients choices when it comes to financial planning and advice. Our clients have the ability to secure our services for a full year for an annual fee or
they may choose to take advantage of our hourly planning services.

Asset Management
We offer asset management for an annual fee. The fee is determined by the complexity of your situation and is billed at the end of each calendar quarter.

Insurance Services
Our associates are licensed insurance agents and are able to provide our clients with life, health, disability, and long-term care insurance. Our associates have a number of companies that they can use to fulfill insurance needs and receive a commission from these companies.