Wealth Management & Financial Planning Services from Apple TreeWe believe that a focus on holistic financial planning and wealth management, taking a 360-degree view of our clients’ lives, ultimately leads to better outcomes with fewer headaches and less stress for our clients and their families. Integrity, honesty, and education are the hallmarks of how we communicate with and serve our clients, and we strive to incorporate those ideals into our business every day.
Comprehensive Wealth ManagementAt 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
Who We ServeAt Apple Tree Wealth Management, we believe no one firm can be everything to everyone. As financial markets become more and more complicated, and people’s needs become more and more extensive, it is important to specialize in certain areas to maintain expertise in that field. Learn more about who we serve
Wealth Management ProcessAt Apple Tree Wealth Management, we maintain that a straight-forward, common sense approach to wealth management serves both you and us well. By simplifying this process, it helps ensure our success in creating, and implementing, your financial plan. Learn more about our wealth management process
About Apple TreeLocated in Bethlehem, PA, Apple Tree Wealth Management is a Registered Investment Advisor (RIA) in the state of Pennsylvania. We provide comprehensive financial planning advice to individuals and small businesses. Learn more about Apple Tree
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Why Choose Apple TreeWe believe constant and open communication is critical to the success of our relationship.
We provide you with options we believe are in your best interest, and help you make the best choices for your situation.
We take the time, as much as is necessary, to ensure you are 100% comfortable with all of our ideas and solutions for you.