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Text Content

3300 S. Hiawassee Road,, Suite 103, Orlando, FL 32835

(407) 447-7688
info@apexwealthmanagement.com
Client Login
Menu


 * Home
 * About Us 
   * Our Associates
   * Our Services
   * FAQs
   * Our Mission
   * Useful Links
 * Resource Center 
   * Retirement Income Planning
   * Social Security Planner
   * Symbil
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
 * Tools 
   * Glossary
   * Tax Resources
 * Contact

Client Login


MAXIMIZE YOUR SOCIAL SECURITY

What's at stake for you?

Learn More

DON'T RISK YOUR RETIREMENT SECURITY

Ask for a NextPhase Personalized Analysis

Learn More

MAXIMIZE YOUR SOCIAL SECURITY

What's at stake for you?

Learn More

DON'T RISK YOUR RETIREMENT SECURITY

Ask for a NextPhase Personalized Analysis

Learn More

MAXIMIZE YOUR SOCIAL SECURITY

What's at stake for you?

Learn More

DON'T RISK YOUR RETIREMENT SECURITY

Ask for a NextPhase Personalized Analysis

Learn More



CONFIDENCE IN YOUR INVESTMENTS

Our financial advisors will work closely with you to develop a strategy that
gives you a sense of confidence. We have your back.

Learn more


YOU'RE OUR #1 PRIORITY

Our firm is based on our relationship with our clients, plain and simple. We're
here to work with you at every juncture in life. 

Learn more


WORKING FOR YOU, NOT WALL STREET

We work with integrity and trust for you, not for Wall Street. Your success is
our success and we'll work with you at every step. 

Learn more


PERCEPTION VS. REALITY

There’s an alarming difference between perception and reality for current and
future retirees.
Learn More


BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!
Learn More


GET THE SUPPORT YOU NEED FOR YOUR FINANCIAL GOALS

Our team of experienced financial advisors will work with you to delve deep into
your financial history and your future goals. From there, we'll create a few
custom plans to get you started, and we'll guide you each and every step of the
way. 

Learn more


RETIREMENT AND ESTATE PLANNING

The need for financial planning doesn't stop once you reach retirement. In fact,
during retirement it's more important than ever to work with a financial planner
to ensure that your investments can sustain the life of your retirement and
beyond. We'll work with you and your family to develop a strategy that meets all
your needs. 

Learn more

DARYL D. JONES, CPA

Managing Partner

(407) 447-7688

djones@apexwealthmanagement.com



KEN PATTON, CPA

Partner

(407) 447-7688

kpatton@apexwealthmanagement.com



CHRIS STRICKLAND, CFP®

Financial Advisor

407-447-7688

chris@apexwealthmanagement.com



AMARA LATORRE

Client Service Manager

(407) 447-7688

alatorre@apexwealthmanagement.com




HAVE A QUESTION

Name
Email
Address
Phone
Question
Send
Thank you!
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CONTACT

Office: (407) 447-7688

Fax: (407) 770-6611

3300 S. Hiawassee Road

Suite 103

Orlando, FL 32835

info@apexwealthmanagement.com



QUICK LINKS

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 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
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