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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How to Reprogram & Improve Your Money Mindset

Ann Martin |
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...
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7 Milestones At Age 50 & Above

Ann Martin |
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...
A grove of orange trees.

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Ann Martin |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...