How to invest
What are your needs, your dreams, your goals for the future? We listen and we partner with you and your advisors.
Traditionally, wealth management concentrates on investments, financial planning, and trusts. This approach can ignore the issues that contribute to the disappearance of family wealth or loss of a business that supports employees, families, and communities.
We deploy leading-edge wealth impact strategies designed to help you bring about a smooth transfer of holdings and uninterrupted continuity of your legacy and business interests.
Please note: Raymond James is an independent organization. Investment products offered through Raymond James are NOT deposits: are NOT insured by the FDIC or any other agency: are NOT guaranteed by Kirkpatrick Bank: and ARE subject to risk, including loss of principal.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
APG Wealth management is not a registered broker/dealer and is independent of Raymond James Financial Services.
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