Apex Wealth Management

Apex Wealth Management Helping families plan for their ideal future

Fall means planning season at Apex Wealth Management and the most beautiful time of year! The office is buzzing with our...
10/08/2025

Fall means planning season at Apex Wealth Management and the most beautiful time of year! The office is buzzing with our planning clients here for their fall plannering meetings. We absolutely love helping clients turn dreams and goals into realities!

We’re proud to recognize Brenna Massaro, CFP®, CDS® for receiving two honors at the 2025 Money Concepts Financial Planni...
08/20/2025

We’re proud to recognize Brenna Massaro, CFP®, CDS® for receiving two honors at the 2025 Money Concepts Financial Planning Congress: the "Because You Care" Award and the Apex Award.

These recognitions reflect Brenna’s commitment to her clients and her dedication to putting the client first. Her leadership continues to make a lasting impact.

Congratulations, Brenna. We’re lucky to have you on our team.

This year’s Pursue Your Dreams scholarship applicants were just as impressive as last, and the vast majority would have ...
06/05/2025

This year’s Pursue Your Dreams scholarship applicants were just as impressive as last, and the vast majority would have been incredibly deserving if chosen. However Lewis Douglas stood out due to his can-do spirit, entrepreneurial aspirations, and a level of humility we all could learn from. Lewis represents everything we want this scholarship to stand for. No matter what you are given in this life, it is in your control who you become, if you’re willing to work for it. Lewis, we can’t wait to watch you grow and go after every dream you have like we know you will.

And a special thanks to Stephanie for representing Apex as Brenna was not able to due to a family commitment!

01/17/2025

Millions of people will receive a boost to their Social Security benefits after the GPO and the WEP were repealed.

11/04/2024

Understanding the basics of IRAs and Roth IRAs. A traditional IRA allows you to make pre-tax contributions, which can reduce your taxable income for the year.

09/30/2024

Teaching financial life skills consistently in schools ensures nobody misses out, whatever their family circumstances.

09/18/2024

With the Federal Reserve signaling upcoming rate cuts, now is the time to take stock of your financial strategy.

09/11/2024

Looking to get a sense of whether or not people would be interested in a 4-5 part educational webinar series specifically geared towards women. This would include mentality and views around money, how this can hold you back, best practices for saving, setting and reaching goals, never having to make life decisions because you are financially stuck, investing, managing credit and more. Having wealth and command of your finances means having options and the space to make decisions based on what you actually want in life. I want this for everyone but especially women as the world doesn’t set most young women up for success in this way. If this is something you would be interested in please comment or message if you prefer to not publicly comment. Thanks!

Brenna is currently attending Money Concepts Financial Planning Conference in New Mexico. 10 years ago the conference wa...
07/16/2024

Brenna is currently attending Money Concepts Financial Planning Conference in New Mexico. 10 years ago the conference was held in the same place. At both conferences Eloise helped Brenna receive her award for Financial Planning excellence! We love working in a business that values and includes family.

07/08/2024

As a contentious presidential contest heats up, some investors are clinging to cash. But research has shown that presidential elections have a minimal impact on the markets.

05/08/2024

Whether you're looking forward to Social Security in one year or 30 years, it's important to understand the basic rules and options.

04/29/2024

At Apex Wealth Management we want everyone to understand that with planning and hard work you can have whatever it is that you want in this life. That is why we are so excited to be sponsoring a scholarship for an AMHS senior this Spring. Applications are in and we are loving reading all about this next generation's dreams!

THE SCHOLARSHIP WILL BE AWARDED TO THE MOST DESERVING GRADUATING STUDENT WHO WILL USE THE FUNDS TO BROADEN THEIR WORLD VIEW, EXPERIENCE SOMETHING NEW, OR MOVE CLOSER TO THEIR DREAMS. WHILE REVIEWING APPLICATIONS WE WILL FOCUS ON PROVIDING OPPORTUNITIES FOR THOSE THAT WOULD NOT OTHERWISE HAVE ACCESS.
SPECIFICALLY, WE ARE LOOKING TO SUPPORT EXPERIENCES THAT CHANGE PERSPECTIVES AND OPEN MINDS, ENCOURAGE A GREATER UNDERSTANDING OF DIVERSITY, AND APPLICANTS INTERESTED IN MAKING THE WORLD AND OUR COMMUNITY BETTER. WE WILL LOOK FOR APPLICANTS WHO WORK HARD, MAKE THE MOST OF OPPORTUNITIES, AND ARE DEEPLY INVESTED IN PERSONAL GROWTH. THIS IS NOT BASED ON GRADES OR CLASS RANKING. IT IS BASED ON CHARACTER, DIRECTION, AND AN UNWAVERING DESIRE TO GROW.

Address

6354 Route 7a
Arlington, VT
05250

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Friday 9am - 12pm

Telephone

+18027688075

Website

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