Long term wealth management solutions Building financial confidence Our wealth management process makes us different

Redefining Wealth Management for the Next Generation

Apple Tree Wealth Management is a full service financial planning and investment management firm. We leverage our technology, independence and scale to provide our clients access to institutional level resources for a fraction of the cost of most brick-and-mortar wealth management companies.

About Apple Tree

apple tree wealth management

Apple Tree Wealth Management is an independent Registered Investment Advisor (RIA). We provide comprehensive financial planning and investment management advice to individuals and families throughout the country. Learn more about Apple Tree Wealth Management

How It Works

wealth management process

We believe that a straight-forward, common sense approach to wealth management serves both you and us well. Our three step process makes it easy to take the first steps towards securing your financial future. Learn more about our wealth management process

Comprehensive Wealth Management

personal financial planning

At Apple Tree Wealth Management, we provide comprehensive wealth management and financial planning services. We look at our client’s financial picture through a very broad lens, as opposed to the “investments only” lens most investment managers use. Learn more about comprehensive wealth management

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Apple Tree Who We Serve

Apple Tree Wealth Management makes taking the first step to securing your financial future easy. Complete our comprehensive information gathering form, tell us what you are looking to accomplish, and within 24 hours we will reach out to you to discuss what our next steps are.
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Why Choose Apple Tree

reason 1
We are independent, providing unbiased financial advice and recommendations.

reason 2
We embrace technology, to provide institutional level resources to our clients.

reason 3
We are comprehensive, analyzing more than just your investments to craft a personalized plan.