Financial Planning

Apprise Wealth Management offers broad-based and consultative financial planning services on a fee-only basis. Financial planning is a process that helps you figure out where you are financially today and where you want to be in the future. It also helps you determine the best way to get there. With Apprise Wealth Management, the process involves an initial review of your current financial situation followed by the creation of a detailed blueprint for how to achieve future goals and objectives.

Our planning services may encompass one or more of the following areas: Investment Planning, Retirement Planning, Wealth Creation, Budget Analysis, and Mortgage/Debt Analysis. We will refer clients to an accountant, attorney, or other professional as necessary for non-advisory related services.

A Fresh Approach to Financial Planning

At Apprise, we will help you create your custom financial plan so you can be confident in the future you are building.

Have you ever wanted a planner who focuses solely on your needs, instead of product pitches?

Have you been searching for someone with a business that works with clients approaching retirement, as well as those just starting out?  

Let us be a sounding board. Our experience and counsel can help you have the confidence around the financial choices that you are seeking.

Apprise Wealth Management provides a fresh take on the financial planning process. As a fee-only financial planning firm, we are paid solely by our clients, so that we place your family's needs and priorities above all else.

We follow a four-step process to create a comprehensive financial plan that aligns your financial goals with your values. 

The integration of non-subjective rules creates a sophisticated risk management platform

The integration of non-subjective rules creates a sophisticated risk management platform

The integration of non-subjective rules creates a sophisticated risk management platform

The integration of non-subjective rules creates a sophisticated risk management platform

1.

Discovery

Our client relationships begin with gathering your information and determining your goals and expectations. 

We make sure that we are crystal clear about what you want to achieve before providing any advice.

2.

design

At Apprise Wealth Management, we put a strategic plan in place and implement portfolio management recommendations in accordance with that plan. 

We believe that investment decisions are best made within the context of a charted course.

3.

Implementation

We carry out your financial plan recommendation(s) with the plan as a guide.

In some cases, we will carry out the recommendation(s) on your behalf; in others, you or a third party may handle implementation steps.

4.

Monitoring

We provide ongoing oversight to evaluate whether your investments’ performance is on track to meet your goals. As necessary, we rebalance your investments to assess whether your portfolio remains in line with your objectives.

Should your goals or comfort level with risk change, we can adjust your investments accordingly.

It is our steadfast adherence to a planning discipline that sets us apart from
    transactional-based advisors.

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The integration of non-subjective rules creates a sophisticated risk management platform

The integration of non-subjective rules creates a sophisticated risk management platform

The integration of non-subjective rules creates a sophisticated risk management platform

The integration of non-subjective rules creates a sophisticated risk management platform

1

Simple, Objective Rule

Our approach relies on the integration of simple, objective rules developed over years of experience and evaluation.

2

Sophisticated Risk Management Platform

The integration of non-subjective rules creates a sophisticated risk management platform.

3

Informed Exposures

Our risk management platform provides a “weight of the evidence” approach to objectively evaluate the investment backdrop and systematically adjust risk exposures

4

Compounding Wealth

Our process is designed to generate attractive risk-adjusted returns that dampen the