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.

Rethinking Retirement: Why True Wealth Is More Than Money

Ann Martin |
Categories
Retirement
Lifestyle
Health
Family
Rethinking Retirement: Why True Wealth Is More Than Money You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project. But here’s the truth most planning overlooks: even with a solid financial plan, your ideal retirement could still fall flat. That’s because real wealth in retirement doesn’t just live in your portfolio. It lives in your health, your relationships, and your...
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Overlooked Retirement Expenses (And How to Plan for Them)

Ann Martin |
Categories
Retirement
Finance
Health
Tax Planning
Family
Real Estate
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most important ones are easy to overlook. That’s one reason about 45% of retirees could run out of money in retirement. 1 The good news? That outcome isn’t inevitable. The key is recognizing which costs get overlooked and building flexibility into your plan. Let’s explore five common blind spots and what you can do to prepare...
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Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Ann Martin |
Categories
Investments
Finance
Savings
Risk Management
The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get out before it gets worse!" Different scenarios. Same result: your brain hijacking your long-term investment strategy. If you've ever felt paralyzed by market highs or panicked during market lows, you're not an outlier. You're human. The brain’s wiring is great for responding to immediate danger, like avoiding a snake. But that same instinct can...