What is Wealth Management?

We recognize our world of personal finance is not always easily understood, so let's start with the Basics...


Wealth Management is a customized service whereby an investment advisor consults with an investor/retiree on their specific goals and objectives and tailors strategies to fit these needs. 

Goals can range from growing wealth, provide income, or minimize tax.

Life events can often trigger the need for proper wealth management such as divorce, retirement, health issues, business sale, or inheritance.

Many of our clients spent a considerable amount of time building businesses and saving money that their accumulated wealth is beyond what they have time to research and manage.

Wealth Management is more than investment advice. We take a holistic view of all of the person's assets when developing a retirement plan. A plan will often include input from a person's trusted advisors such as attorneys, accountants, and bankers.

Many Wealth Managers are fiduciaries so it is recommended you ask first.

You need to envision your financial well-being.

We know businesses and professionals in the tech and emerging industries typically operate in fast-paced environments so the heavy lifting is done primarily by us so you can live your life without constantly planning it.

Topics with a Twist

Wealth Topics with a Twist!  On Pointe email bulletins provide regular info about wealth management and 401k. Clients asked for it, now you can get it too.... On Pointe... did we really write about Sports & Portfolio Management, Key Lime Pie, HENRY, ESG, the 90's!  Join us and get Topics with a Twist!

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Overview


Our retirement planning services encompass a full financial picture for where you are and where you want to be. We believe that our process is dynamic and evolves with markets and our client’s lives.

Our Portfolio Management’s mission is to provide investment management experience using various strategies designed to generate Alpha for our clients. We offer fee-only/discretionary management options for quick decisions and constant monitoring.*

Let's Talk!

No Statements or Lengthy Presentations.... Let's get to know each other to see if we are a good fit. We want to know you better before we accept your business.

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Service Model

We believe APC Portfolios provide cutting-edge investment selection models that seek to provide optimal risk adjusted returns and peace of mind. Every portfolio is customized to meet each client's goals and objectives.
Our straight forward services include: 
  • Custom Portfolio Design and Management
  • Single Point of Contact
  • Resources to help problem solve complicated issues
  • Holistic Wealth Planning Services
  • Timely Communication
We strive to make working with us easy. [email protected]

Whether your goal is protection, growth, or income, we will work with you to pursue a long term strategy designed to help turn your goals into reality.

* Advisory programs may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for advisory programs will vary.

ALPHA POINTE CAPITAL

This information is intended for use only by residents of (CO, DC, DE, FL, GA, IL, MA, MD, ME, MO, NC, NJ, NY, PA, TX, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm.  Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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