Apricity Wealth Management

I operate under a fiduciary standard which means I provide unbiased advice in the best interest of my clients. In addition, I am independent. What does that mean for you? It means I have no quotas to fill and no pressure to “sell” anything.

I have the freedom to build your unique portfolio. As a fee-based advisor, I am transparent about my fees. There are no hidden charges or surprises. Schedule a no obligation consultation today.

A Dedicated Fiduciary Financial Advisor

Services

 

What is Financial Planning?

Your Trusted Partner for Financial Success in Gilbert, AZ. At Apricity Wealth Management, we are committed to helping you achieve your financial goals and secure your financial future. Managing your finances can be overwhelming, and we are committed to offering expert financial planning and advisory...
 

What is Wealth Management?

Our Wealth Management Services Offerings In Gilbert, Arizona Your wealth should be managed in order to grow or to avoid losing value. Wealth management is the process of reviewing and making decisions about your wealth so you can achieve your financial goals. Apricity Wealth Management offers...
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What is Retirement Planning?

Our Retirement Planning Services Offerings In Gilbert, Arizona Apricity Wealth Management is here to help you take control of your financial future! Want to build the retirement you’ve always dreamed about? We offer personalized financial planning services & we want to empower you to make informed...
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Serving financially independent women and couples near and new to retirement.

A trail in a forest splitting into two divergent paths.

How to Beat Investing FOMO: The Power of Patient Wealth Building

Ann Martin |
Categories
Investments
Finance
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame — I wish I had invested in that new tech before it went mainstream!” What’s the next “unicorn” that will make a fortune?” It’s common to feel this way. Many of us experience “fear of missing out” — or FOMO — in our financial lives. 1 When we do, it can cloud our...
Digital art image of a business person looking through a large set of binoculars.

3 Investment Factors that Don’t Drive Long-term Returns

Ann Martin |
Categories
Investments
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed that many so-called “savvy investors” would preach to you of their importance. To help you make informed investment decisions, let’s look at three investment factors that, contrary to popular belief, don’t...
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A Guide to Pensions & Retirement Benefits

Ann Martin |
Categories
Retirement
Investments
Tax Planning
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits. 1 That may not seem like a big deal, but it can give rise to all sorts of landmines in the future, possibly derailing your retirement plans and goals. It could also impact your quality of...