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 With Apogee Wealth Advisors you get a partner, an advocate and a steward for your life’s vision, your wealth and your legacy.

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Karen Roth, MBA, CPA, CFA | O: (212) 256-1235 | M: (914) 588-1101 | F:  (646) 863-4164 | E: kroth@apogeewealthadvisors.com

Kerri Kimball, CFP® | O: (212) 256-1233 | M: (917) 582-2912 | F:  (646) 863-4165 | E: kkimball@apogeewealthadvisors.com

 570 Lexington Ave, 16th Floor, New York, NY  10022

343 Manville Rd, Suite 6U, Pleasantville, NY 10570

Registered Representative of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Apogee Wealth Advisors and Cambridge Investment Research, Inc., are not affiliated companies. Cambridge Investment Research, Inc. does not offer tax advice. This communication is strictly intended for individuals residing in the states of CA, CO, CT,  DC, FL, MA, NJ, NY, OH, PA, TX, VA, and WA No offers may be made or accepted from any resident outside the specific states referenced.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.

To receive the Women’s Choice Award, individuals must satisfy a series of evaluation criteria associated with providing quality service to women clients. Financial Advisors may pay a basic program fee to cover the cost of comprehensive review and client survey. Third party rankings and recognitions are not indicative of past or future investment performance and should not be construed as an endorsement of the financial advisor. For more information, go to www.WIFE.org

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Apogee Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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