Apogee Wealth Advisors

Get Full Access

Description

  • Apogee Wealth Advisors is a boutique financial services firm providing expert guidance in the areas of financial planning, asset management, estate and insurance planning and corporate and executive benefits. Our commitment is to provide comprehensive, unbiased, tailor-made solutions to meet the goals of our clients.Our clients' interests are the foundation of our work at Apogee. We are wellconnected throughout the financial arena but remain unaffiliated with any one institution so that we can select fitting partnerships to support the needs of each client. With Apogee you get a partner, an advocate and a steward for your lifes vision, your wealth and your legacy.At Apogee we are committed to: Assisting our clients in effectively managing their wealth and making crucial financial decisions that respect their values and support their goals.Building and maintaining long-term, trust-based relationships through intent listening, clear communication, tailored strategies and unbiased advice.Delivering an elevated level of service with integrity, honesty and high ethical standards.Continually educating ourselves so that we can share the latest financial information with our clients.Remaining independent, unaffiliated and objective in order to serve the best interests of our clients.
  • location

    Headquarters:570 Lexington Avenue Suite 1600, New York, New York, United States

    More
  • Apogee Wealth Advisors phone

    Phone Number: +1 212-256-1235

  • Apogee Wealth Advisors website

    Website: https://www.apogeewealthadvisors.com

  • Apogee Wealth Advisors employees

    Employees:4

  • Apogee Wealth Advisors revenue

    Revenue:$0 - 1M

  • Apogee Wealth Advisors legal name

    Legal Name:Apogee Wealth Advisors

  • Apogee Wealth Advisors's Social Media

    Apogee Wealth Advisors linkedin Apogee Wealth Advisors facebook
  • done Is this data correct?
  • |  NAICS Code: 541320  |

    Show More
Person level website identification

Managing Partner for Apogee Wealth Advisors

Kerri Kimball

Managing Partner

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Kerri Kimball

Managing Partner

Karen Roth

Managing Partner

Frequently Asked Questions regarding Apogee Wealth Advisors

  • Where are Apogee Wealth Advisors's Headquarters?

    Apogee Wealth Advisors's Headquarters are in 570 Lexington Avenue Suite 1600,New York,New York,United States

  • What is Apogee Wealth Advisors's phone number?

    Apogee Wealth Advisors's phone number is +1 212-256-1235

  • What is Apogee Wealth Advisors's official website?

    Apogee Wealth Advisors's official website is https://www.apogeewealthadvisors.com

  • What is Apogee Wealth Advisors's Revenue?

    Apogee Wealth Advisors's revenue is $0 - 1M

  • What is Apogee Wealth Advisors's NAICS code?

    Apogee Wealth Advisors's NAICS code is 541320

  • How many employees are working in Apogee Wealth Advisors

    Apogee Wealth Advisors has 4 employees

  • What is Apogee Wealth Advisors's Industry?

    Apogee Wealth Advisors is in the industry of Financial Services

  • Who is Apogee Wealth Advisors's Managing Partner?

    Apogee Wealth Advisors's Managing Partner is Kerri Kimball

Company Directory