INTEGRITY · EXPERIENCE · SERVICE
Apex Securities & Asset Management, LLC provides a highly personalized,custom client experience by offering independent, objective, and comprehensive advice to successful individuals, families, and select foundations and endowments.
Because we take the time to fully understand what clients are trying to accomplish for themselves and their families, we are able to build multi-generational relationships with many of our clients. Regardless of whether our clients' want to focus on their families or their businesses, we're here to help select tailored solutions, timely investments, and to provide the ongoing guidance needed to navigate any unforeseen changes in markets, the economy, and tax laws.
Our team (from left to right) is comprised of Sharlet Briggs, David Roche, and Patricia Castro, and we offer our clients more than 60 years of experience working in the financial services industry.
Together, our mission is to coordinate with your team of legal, tax, estate planning, philanthropic, and investment management professionals to help deliver fully integrated, cohesive solutions for the many different facets of your financial life and allow you to maximize the use of your resources.