APEX Wealth Advisors

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APEX Wealth Advisors APEX Wealth Advisors is a Wealth Management Firm serving High Net Worth clients nationwide.

At APEX Wealth Advisors, we believe wealth should serve a greater purpose—empowering you to live intentionally, confidently, and with peace of mind. For more than 20 years, our team has partnered with individuals and families to simplify the complex and align their financial world with their life’s vision. We bring clarity to every decision and confidence to every plan, creating a tailored roadmap that evolves with you through each stage of success.

10/15/2026

Sometimes, the greatest gift we can give someone is a little comfort, a little kindness, and a reminder that they’re not alone.

Volunteering at the was a meaningful reminder of how much the smallest acts of service can mean to someone navigating one of life’s hardest journeys.

Hope Lodge provides a place of comfort and community for cancer patients and their caregivers, offering support when it is needed most.

All of us here at APEX are extremely grateful for the opportunity to be a small part of a much bigger mission. One that is rooted in compassion, community, and hope. ✨

10/09/2026

We recently asked our Partners, “What drove you to become a Wealth Management Advisor?” Over the next few weeks we will hear what they had to say.

Next up, Brian LaValle!

10/07/2026

Congrats Brendan, we are so proud of you for passing your Series 7!

Cheers to one year of joining forces and achieving great things together! 🎉Marking the anniversary of a unified vision, ...
10/01/2026

Cheers to one year of joining forces and achieving great things together! 🎉

Marking the anniversary of a unified vision, with continued success, shared growth, and prosperity in the years ahead!

09/28/2026

September is Childhood Cancer Awareness Month, and as it winds down we can’t forget to share what an amazing event Cocktails for a Cure turned out to be! APEX was proud to be a Marquee sponsor at the event which helped Alex’s Lemonade Stand Foundation raise over $200,00 dollars for childhood cancer research with a proceed of that going to ATRT research in the name of Jozie Kramer ♥️congratulations to everyone that put this amazing event together. It goes to show that when people work together, amazing things can happen.

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk a...
09/28/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6189BGdYOb

09/25/2026

Love to hear it!

We recently asked our Partners, “What drove you to become a Wealth Management Advisor?” Over the next few weeks we will hear what they had to say.

First up, Kevin Dooley!

Every day is a good day to give back. Partner & Advisor David Beaman doing just that, at the Action for Autism charity g...
09/21/2026

Every day is a good day to give back. Partner & Advisor David Beaman doing just that, at the Action for Autism charity golf game!

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-en...
09/21/2026

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-end deadlines. Reach out to me, and we can build a personalized plan together. http://spr.ly/6185BGJ49P

Address

Chesterfield, MO
63017

Telephone

+13147445233

Website

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