Your First Meetingand what you can expect.
Your first meeting is an opportunity to determine if we are a good fit to work together. We will describe the scope of our services, explain how we are compensated and clarify the next steps based on your goals and objectives. If we agree to move forward, we start the wealth management process. This begins with a series of questions and quantitative data gathering to help us understand what is important to you. The process continues with portfolio and financial planning recommendations. The following chart summarizes Apexium’s wealth management process. Each client is different and we customize the process to fit your needs and objectives.