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.
Meet Ann
Services
Financial Planning
Comprehensive planning for life events such as retirement, college, etc.
Wealth Management
Investment management for IRAs, Roths, SEPs, 401k Rollovers, Trusts, Individual Accounts and Annuities.
Serving financially independent women and couples near and new to retirement.
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we experience in our adult lives. Most of us anticipate and save for it for decades. But, going from receiving a paycheck for most of your adult life to living off the wealth you have amassed is no doubt an unnerving transition. Have I saved enough to live off of? How will I...
