Our Philosophy

Client interests are the foundation of our work at Apogee Wealth Advisors. We are well – connected throughout the financial arena but remain unaffiliated with any one institution so that we can select fitting partnerships to support the needs of each client.  With Apogee you get a partner, an advocate and a steward for your life’s vision, your wealth and your legacy.

At Apogee we are committed to: 

  • Assisting our clients in effectively managing their wealth and making crucial financial decisions that respect their values and support their goals.
  • 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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