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Wealth Management

Effective strategies for every stage of life.

Financial Planning

Smart financial advice for the discerning investor.

Generational Wealth

Preserve a legacy that will last.

LPL Financial Welcomes Apex Private Wealth Advisors

SAN DIEGO – Sept. 11, 2024 – LPL Financial LLC announced today that financial advisors Brett Howard, CTFA, AAMS™, APMA™, CRPC™, Marco Rivera, APMA™, Brooks Crissey, CFP®, APMA™, Henry “Hank” DesJardins and Ryan Mason have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $650 million in advisory, brokerage and retirement plan assets,* and join LPL from Ameriprise Financial.

CRPC conferred by College for Financial Planning.

Our Three-Step Process

At Apex Private Wealth Advisors, we are dedicated to providing unparalleled private wealth management services through proactive communication, guidance, and exceptional responsiveness. We strive to deliver first-class service with a focused approach on making our clients' goals our top priority. The relationships we build with our clients are at the heart of everything we do, ensuring their financial success and peace of mind.

Connect

Data-driven analysis is the foundation for everything we do.

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Assess

Individualized strategies ensure that your goals are always a priority.

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Manage

Our comprehensive financial management means we're ready to address your every need.

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You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.