Our Philosophy

At Apogee Wealth Advisors we create strategies that balance your current needs with your long-term goals; help prioritize and achieve those goals throughout your lifetime; and solidify your legacy for the future.

We work with you to understand, manage and simplify your entire financial life.  We are committed to: 

  • Building and maintaining long-term, trust-based relationships through intent listening, clear communication, tailored strategies and unbiased advice.
  • Delivering an elevated level of service with integrity, honesty and high ethical standards.
  • Continually educating ourselves so that we can share the latest financial information with our clients.
  • Remaining independent, unaffiliated and objective in order to serve the best interests of our clients.

570 Lexington Ave
16th Floor
New York, NY 10022

343 Manville Rd, Suite 6U
Pleasantville, NY 10570

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