With Apogee Wealth Advisors you get a partner, an advocate and a steward for your life’s vision, your wealth and your legacy.

Sign up for our newsletter.                       Email Address:          


Five-Star-Logo

WCA_FinancialFirm_2016

CFP logo_2

Learn more about our state-of-the-art financial planning tools

video-images-1

Market Updates



The Latest from the Apogee Blog

Life Insurance Review

Life insurance helps to ensure that the financial needs of your loved ones are met after you pass away. Term and permanent life insurance are the two basic types of insurance policies. Deciding which type depends on your particular situation. Term insurance is the...

read more

Monthly Market Update – April 2017

The Markets (as of market close April 28, 2017) Equities continued their positive trend in April, spurred by favorable corporate earnings reports, proposed federal tax cuts, and positive economic signals overseas. The Nasdaq surpassed 6000 for the first time in its...

read more

Quarterly Market Review: January – March 2017

The Markets (as of market close March 31, 2017) Riding the momentum following the presidential election, stocks surged for much of the first quarter of 2017. Buoyed by the anticipation of tax cuts and policies favorable to domestic businesses, the benchmark indexes...

read more

Check the background of investment professionals on FINRA’s BrokerCheck.