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Retirement Success

Jul 1, 2020
Categories
Retirement
Retirement
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What are the benefits of Diversifying my Investments?

May 13, 2020
Categories
Investments
Diversification
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The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

May 13, 2020
Categories
Investments
Why use a financial advisor?
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Investing in the Wake of COVID-19

Apr 29, 2020
Categories
Investments
Intro By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you...
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Coronavirus Lessons: Why Diversifying Your Portfolio is Important

Apr 6, 2020
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is...
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How to create an emergency savings fund in wake of COVID-19

Apr 6, 2020
Categories
Emergency fund
Planning
Budgeting
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What are Employee Stock Options, and why should I care?

Mar 17, 2020
Employee Stock Options
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How to Avoid Emotional Investment Choices

Mar 6, 2020
Categories
Investments
Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low...
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Video: 3 Money Management Principles for Children

Feb 18, 2020
Categories
Family
Money and Kids
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How to Avoid Emotional Investment Choices

Feb 18, 2020
Categories
Investments
Emotional Investing
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What Are Your Planned Giving Options?

Jan 28, 2020
Considering donating?
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Do Your Donor Due Diligence

Jan 13, 2020
Donating 101
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Company address

4365 E. Pecos Road
Suite 120
Gilbert, AZ 85295

Contact Information

Phone: 

(480) 799-8188

Email Address: 

AMartin@ApricityWealthManagement.com

Securities offered through Securities America, Inc., Member FINRA/SIPC.  Advisory services offered through PFG Advisors.  Apricity Wealth Management, Securities America, and PFG Advisors are separate entities. 

CLICK HERE FOR A COPY OF PFG ADVISORS'S RELATIONSHIP SUMMARY (FORM CRS).

CLICK HERE FOR A COPY OF SECURITIES AMERICA, INC'S RELATIONSHIP SUMMARY (FORM CRS)

Free and simple tools are available to research firms and financial professionals at INVESTOR GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.  Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states/jurisdictions in which they have been properly registered or are exempt from registration.  Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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