How Can We Help?
At Aptus Wealth Planning®️, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.
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Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?
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What We Do
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
Portfolio Management
Rebalancing, asset allocation, We take a multi-faceted approach to managing your investments using a process built on discipline and driving repeatable, consistent results.
Financial Planning
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Tax Planning
Asset location, tax loss harvesting, Roth IRA conversion analysis. You should decide when and how you want to pay taxes. We help give you that control.
Estate Planning
Review with existing attorney or recommendation of new attorney, trust services, will review. Let’s plan your legacy rather than just letting it happen.
Risk Management
Expert risk analysis, risk identification, multiple-scenario analysis. Your portfolio should fit your comfort level and life stage. Let’s customize for what success looks like to you.
Retirement Planning
Required minimum distribution planning, Social Security analysis, insurance review and recommendations. Retirement finance is complex, and we help to make it simple for you.
Download a Complimentary Resource
3 Methods to Not Run Out of Money
Year-end Tax Checklist