Wealth management, simplified.

You've got dreams...
we can help you get there.

For most, financial success doesn't just happen; it requires hard work and careful planning.  A properly structured financial plan enables you to face financial challenges at any stage of your life.  Take steps now to protect your financial future and put your money to work.  Personal financial planning and investment advice from Apex Capital Management, L.L.C. (Apex) can put you on the road to achieving your dreams. 

Apex is a comprehensive financial planning and investment advisory firm providing fee-only financial planning services.  We can help you:

  • Review and evaluate your income, assets, liabilities, retirement planning, insurance coverage, investment portfolio, income and estate tax exposure
  • Establish and prioritize your financial goals and time frames for achieving them
  • Develop strategies that address your financial weaknesses and build on your financial strengths
  • Monitor and adjust your plan to reflect changing goals, time frames, and circumstances

Our affiliated company, Arsement, Redd & Morella, LLC has been providing accounting and tax services for over 25 years.  Together we offer a holistic approach to achieving your financial success.

  
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Lease Payment

How much would your monthly lease payment be?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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