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Apollon Wealth Management, LLC

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Mt. Pleasant, CA
Apollon Wealth Management, LLC

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Elevating Wealth Management to a Higher Personal Standard

As a fee-based advisory service, our sole focus is assisting our clients, affluent individuals, families, and business owners, to achieve their financial goals.

11/03/2026

You spent your career building wealth. In retirement, your portfolio has to produce the income your paycheck once covered.

Which accounts should you draw from first? How much should you take each year? What happens to your spending plan if markets drop?

Read How Will Your Wealth Fund Your Retirement? to explore the decisions behind a coordinated retirement income strategy: https://apollonwealthmanagement.com/how-will-your-wealth-fund-your-retirement/

10/30/2026

Congratulations to Michael Dolberg on being named a finalist for Think Advisor's 2026 CEO of the Year, in the RIA category for firms managing more than $10 billion in AUM/AUA!

As a founding partner and CEO, Mike has helped build Apollon from the ground up. This recognition reflects his dedication to our clients, our team, and our firm.

10/29/2026

As AI continues to dominate the market headlines, Chief Investment Officer Eric Sterner says healthcare innovation is getting lost in the shuffle.

On Fox Business, Eric told Liz Claman that he's starting to see AI's benefits show up in recent medical breakthroughs: “I think AI is just going to give more tailwinds to healthcare.”

https://www.foxbusiness.com/video/6407442033112

10/29/2026

You've probably heard the word "fiduciary," but how does it impact the financial advice you receive?

A fiduciary is legally required to act in your best interest, not just recommend something "suitable."

Not every financial professional is held to the fiduciary standard. Some can recommend products that pay them more, as long as the product meets a lower bar of suitability.

Ask your advisor:
→ Are you a fiduciary at all times, or only in certain situations?
→ How are you compensated?
→ Do you sell proprietary products?

At Apollon, we operate under the fiduciary standard in every client relationship.

10/27/2026

A large inheritance can bring many decisions, from where to keep the money to whether to invest it.

Wealth management advisor Kassi Hyde shared her perspective with Kiplinger on what to do first after inheriting $1 million, including how to think about investing money you want to see grow.

"If you know you don't need or want to touch the money and want it to grow for future needs, then definitely go ahead and invest. Just make sure to consider your time horizon when determining how risky you want to be."

https://www.kiplinger.com/retirement/inheritance/inherited-1-million-what-to-do-first

10/26/2026

You’ve spent decades building wealth, but the hardest choices you’ll make may still be ahead.

As you enter retirement, your focus shifts to using what you’ve built. Decisions around income, healthcare, risk, estate, and legacy become more important and more intertwined.

The final stage of our FAR framework, Return, helps you plan intentionally for what you want your wealth to make possible.

10/23/2026

Markets move, headlines change, and plenty of predictions turn out to be wrong.

The noise will always be there, but a portfolio built around your goals, timeline, and risk tolerance should help you stay grounded.

Your long-term priorities are the anchor. Keep them at the center.

10/22/2026

Retire at 60? Sell your business? Give more to charity? Spend more time with your family?

Financial independence looks different for everyone. We call it your peak, and we start every relationship by asking you to define it.

What's yours?

10/21/2026

Have you thought about how long-term care could impact your family's future?

Someone turning 65 today has almost a 70% chance of needing some type of long-term care services and support during their remaining years.***

Long-Term Care Planning Month is a reminder that preparing for the future means considering more than retirement savings. It also means thinking about healthcare needs, caregiving responsibilities, and how to protect the people you love.

Thoughtful planning helps you navigate life's changes with greater clarity and confidence. Explore five important life events that may signal it's time to revisit your estate plan, including changing health needs and caring for aging parents: https://apollonwealthmanagement.com/five-life-events-that-should-prompt-an-estate-plan-review/

10/21/2026

A smart financial decision made in one area can create problems in another.
Investments affect taxes. Taxes can shape estate decisions. Liquidity needs can change your investment strategy.

The impact across your full picture gets more significant as your complexity increases.

That’s why the second stage of our FAR framework, Ascent, involves designing a coordinated path forward.

Strategy connects everything.

Address

111 Coleman Boulevard, Suite 402
Mt. Pleasant, CA
29464

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+18432782116

Website

https://apollonwealthmanagement.com/

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