Apogee Wealth Advisors | Wealth Management in Pleasantville, NY

The road to financial success is different for every individual.

It may be long or short; earned or inherited. We have the knowledge, expertise, and confidence to provide guidance to meet your unique needs.

We believe that when you have control over your financial life, you can focus fully on doing meaningful things with the people most important to you.


What we do

We make a difference by focusing on advice—not products—and by catering to the unique needs of our clients. View our services.



Keep current with our Market Updates and Financial Guidance for building and preserving your wealth. Learn more.


Account access

Log into your eMoney financial planning site, Investor360º portfolio portal, or Brinker Capital Investments site. Learn more.