Contact Us

We would love to hear from you!

Go ahead, make the connection. Your question is important to you, it deserves an answer. We are here to respond to your unique needs, and the first step is contacting us. When entering your contact information and details, please tell us how you prefer to be contacted.

Thank you!
Oops!

Office

84 Broken Lance Dr, Unit 301W,
Breckenridge, CO 80424

517 Zephyr Circle,
Danville CA 94526-5236


Karen Roth, MBA, CPA®, CFA®

O: (212) 256-1235
M: (914) 588-1101
F:  (646) 863-4164

Email
kroth@apogeewealthadvisors.com


Kerri Kimball, CFP®

O: (212) 256-1233
M: (917) 582-2912
F:  (646) 863-4165

Email
kkimball@apogeewealthadvisors.com

Connect With Us