Custom Financial Solutions For Discerning Investors
We engineer custom-tailored portfolios that have historically delivered higher returns, with minimal volatility and risk. We do this by using tax shelters, leverage, and smarter planning.
Custom Financial Solutions For Discerning Investors
We engineer custom-tailored portfolios that have historically delivered higher returns, with minimal volatility and risk. We do this by using tax shelters, leverage, and smarter planning.
What We Do, And How We Do It
Most financial planners are focused on making your gains bigger. Their secondary concern is making your losses smaller.
At Wealth Apex®, our first step, for any client, is to eliminate the likelihood and magnitude of losses. This primarily means protecting you from market downturns and taxes.
Only after we minimize your risk as much as possible do we turn our attention to maximizing gains. The net result is performance equal or close to major stock market indices in good years, without losses in the bad years. We also have passive income opportunities in real estate and other asset classes that have historically returned 8% to 12%… a rarity in today’s world of low interest rates.
Because our clients’ assets don’t decrease in value when the market goes down, they are often able to use leverage to invest their money twice at the same time.
For example, you may be able to grow the same dollar with stock market gains and real estate investments at the same time. This feature is especially important for business owners who want to invest their money for the long term, but who need their capital available for immediate investments in their businesses. Over time, our clients experience dramatically better results, with a lot less stress and anxiety.
At the end of the day, we encourage everybody to educate themselves and see what their different options are. Find out what we can do for you, compare your options and make the best decision for you and your family.
What People Are Saying About Us:
“Working with Wealth Apex® was a great experience. As someone who used to work in the financial industry, I was very impressed with their financial sophistication and it’s obvious that they want what’s best for their clients.”
-Alex Upperman
Founder of Zhou Nutrition
“Sam and his team made this entire process extremely easy for me to understand and explained the benefits of using leverage for your personal balance sheet while maintaining liquidity with your capital. He was extremely helpful in answering all of the questions that I had and making me feel comfortable, no matter how ‘beginner’ my questions were. He is very knowledge about finances and investments, and would always share his thoughts and opinions when I would bring up an investment idea I had with him. He was always looking at the investment from a different angle that I had not thought about initially, providing me with a new look at that investment.“
-Matt McAllester
Owner of True Recovery LLC
“Wealth Apex® has become my go-to for financial advice. If you care about your finances, you will listen to them and take their advice. My financial outlook is definitely much stronger as a result!”
-George Rivera
Ecommerce Entrepreneur and Investor
Why We’re Different
Too many people are saddled with high fees, high taxes, and frequent market downturns. A prisoner can’t unlock his own prison cell, and a product of the institutional investing system can’t see outside of the cage they were “educated” into.
Our partners and staff come from outside the system. We have a fresh perspective on wealth planning, asset management, and retirement investing. Talk with us, and you’ll quickly see the difference.
Our Principles
At Wealth Apex®, we abide by six key principles: