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

Monthly Market Update – February 2017

The Markets (as of market close February 28, 2017) Equities continued their positive trend in February as each of the benchmark indexes listed here posted monthly gains. The Dow recorded 12 record highs in February and posted a monthly gain of 4.77% — its best month...

read more

Monthly Market Update – January 2017

The Markets (as of market close January 31, 2017) Investors were cautious for much of the month, likely waiting to see what President Trump would do during his first few weeks in office. After a slow close to December, equities picked up the pace during the early part...

read more

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