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.

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The New Face of Fraud: How AI Is Changing the Scam Game

Ann Martin |
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has supercharged scammers' abilities. Now they can use AI to copy voices with just...
A young woman vacuuming her apartment with headphones on and dancing.

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Ann Martin |
Categories
Retirement
Investments
Savings
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of Americans have spring cleaning on their radar this year. 1 While most focus on the physical space, spring is also a great time to get your financial house in order. Refreshing your financial habits can reduce stress, provide structure, and uncover new opportunities to save money...
A person stands in a tunnel shaped like a human head, looking toward a bright sky and sun at the end of a staircase, symbolizing self-discovery or inner journey.

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Ann Martin |
Categories
Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan. The good news? You don’t have to be a market expert to invest. By understanding...