Apricity Wealth Management
Our advisors operate under a fiduciary standard. We provide unbiased advice in the best interests of our clients. In addition, our advisors are independent. What does that mean for our clients? It means that we have no quotas to fill and have the largest toolbox from which to build your unique portfolio.
As a fee-based firm, we are transparent about our fees. There are no hidden charges or surprises. Schedule a no obligation consultation today and discover how we can work toward your financial goals together.
Introducing Our Advisors
Blogs
What Are Your Planned Giving Options?
Considering donating?
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Do Your Donor Due Diligence
Donating 101
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Paying off Student Loans
In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely...
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Apricity Wealth Management manages assets for families, Women in transition, and executives providing investment management and comprehensive financial planning services.
Services
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...
Wealth Management
Investment management for IRAs, Roths, SEPs, 401k Rollovers, Trusts, Individual Accounts and Annuities.
