Wealth Apex® Principles
At Wealth Apex®, we abide by seven key principles:
- The most important rule in investing is “don’t lose money.” (We admit that Warren Buffett came up with this one before we did)
- The fastest way to increase returns is to eliminate taxes.
- Provide complete and total transparency to all clients.
- Keep fees low
- Give clients flexibility, so you are never stuck in an investment and can easily move your money wherever you please
- Educate our clients
- Make clients so happy they recommend us to their friends.
Whom We Serve
Wealth Apex® serves clients across the United States. Our clients typically invest $500,000 to $5,000,000 with us, though we also service clients who are still building to these amounts. Our clients come from a variety of backgrounds, including:
- Business owners and entrepreneurs
- Medical professionals
- Real estate investors
- Professionals of all sorts
Our clients are typically people who do not want to settle for the 401k’s, IRA’s, or brokerage accounts usually offered to retail investors. They seek a more sophisticated approach that shelters them from a system which is designed to benefit the Government and Wall Street, but not you.