Team Approach
At the heart of our team’s approach is a shared commitment: to help successful individuals, families, and institutions preserve and grow wealth through deeply personalized and comprehensive investment strategies. With decades of trading and portfolio management experience across global financial institutions—including J.P. Morgan, Goldman Sachs, Deutsche Bank, and more—our team blends disciplined institutional knowledge with forward-thinking, entrepreneurial insight. We specialize in guiding high-net-worth individuals and families, including corporate executives, entrepreneurs, entertainment professionals, retirees, and foundations.
With over a century of combined investment experience, our team helps to navigate clients through evolving market cycles, global events, and complex financial landscapes—building tax-effective investment strategies that align with individual goals.
With over a century of combined investment experience, our team helps to navigate clients through evolving market cycles, global events, and complex financial landscapes—building tax-effective investment strategies that align with individual goals.
Our Areas of Focus
Our team has a deep respect for each client’s journey and unique circumstances. Whether managing money in motion, navigating major life events, or crafting tax-efficient multigenerational strategies, we deliver bespoke, customized solutions with clarity, care, and consistency.
Investment Management
Custom portfolios tailored to each client’s goals, risk tolerance, and time horizon.
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Capital Preservation Strategies
With a focus on taxable and tax-free fixed income, we help protect capital while pursuing long-term growth.
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Risk-Adjusted Opportunity Identification
Through rigorous research and a contrarian lens, we seek value in overlooked market segments.
Learn MoreOur team shares a strong commitment to a high standard of ethics and shared values that are the foundation of our practice. Learn More
Accolades & Awards
When you work with us, you partner with nationally recognized investment professionals backed by a strong track record of industry accolades and professional achievements, including:
Barron’s Top 1200 Financial Advisors
Roy Apple is proud to be named Barron’s Top 1200 Financial Advisors in 2019, 2020, 2021, 2022, 2023, 20241
Forbes Top 250 Wealth Advisors
Brett Langbert was named Forbes Top 250 Wealth Advisors 20242
Forbes Best-In-State Wealth Advisors
Brett Langbert was named Forbes Best-In-State Wealth Advisors 20243
Forbes Best-In-State Wealth Advisors
Jeremy Schneider was named Forbes Best-In-State Wealth Advisors 20205
1 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com). 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. See additional award disclosures
2 2024 Forbes Top 250 Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). See additional award disclosures
3 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). See additional award disclosures
4 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). See additional award disclosures
Wells Fargo Advisors does not provide tax or legal advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
2 2024 Forbes Top 250 Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). See additional award disclosures
3 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). See additional award disclosures
4 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). See additional award disclosures
Wells Fargo Advisors does not provide tax or legal advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.