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Building Financial Wellness

Through Impact, Education & Advocacy

Custom Wealth Strategies for Greater Boston & Beyond


Let’s Work Together

As Featured In...

Paramount Financial Solutions | Beverly MA

Welcome to Apex Wealth


We are deeply committed to making a positive impact on the lives of our clients by offering personalized financial planning services. Our passion drives us to go beyond conventional approaches, and we believe in the power of a collaborative team effort to achieve financial success. Through a comprehensive and tailored approach, we aim to not only meet but exceed the unique needs and aspirations of each client. At the core of our philosophy is the belief that by understanding and addressing individual financial goals, we can contribute significantly to enhancing the overall well-being of our clients.




What We Do

Connective Financial Planning


Working collaboratively with you, we create a personal financial consultation based on your goals. By further teaming up with strategic alliances, we aim to ensure that each part of your financial picture is coordinated and addressed by an expert.



It’s Your Time to Live with True Confidence in Your Financial Life


Make your money work for you.

We help identify opportunities to align your resources with your goals, needs and ambitions.

Build a relationship beyond finances.

Deep, honest relationships and meaningful conversations are the foundation of what we do.

Connect with specialized experts.

We assemble a multidisciplinary team of proven partners around you, your family and your business.



Who We Work With

Our Clients Are Inspired to Live Intentionally



Business Owners & Entrepreneurs

Seeking ongoing strategizing for continued success.

Community-Based Professionals

You might be a teacher or municipality employee.

High Net-worth Individuals

Nurture your savings while safeguarding your principal and creating a meaningful legacy for future generations.

Pre-Retirees & Retirees

Cultivate your hard-earned savings to ensure principal protection and a lasting legacy.


Sound like you?


Take a look at our services



What our customers say
AI-Generated Summary
Based on 5 Yelp reviews
Expanded my knowledge of available resources for personal finances.
Super personable and willing to go the extra mile for clients.
Helped me create a financial plan based on my goals.
Jessica Z.
February 13
on
Yelp
Have to say what a team. These two have been amazing with helping me invest my money. They listen and understand. Very helpful and they know their stuff. Very trusting Grateful I had found them.
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Gil B.
Gil B.
January 17
on
Yelp
As someone who always took pride in my personal finances and retirement planning, I quickly learned that there was so much more resources available to me! Cliffy and Michael helped transform the way I approached wealth management and building long term success for my finances. Super personable and willing to go the extra mile for their clients. Highly recommend working with them.
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Anthony C.
Anthony C.
January 17
on
Yelp
cliff and his team are the absolute best. i couldn't recommend them more! They handle my life insurance and retirement funds, and I couldnt be happier.
Read more
Eddie D.
Eddie D.
January 16
on
Yelp
Cliff and his staff at Apex Wealth have been great to work with setting me get set up for a great retirement. I would highly recommend them!
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Mike F.
Mike F.
January 16
on
Yelp
Cliffy and his team are A+, I am a self employed musician and I own my own business. They helped me get a financial plan in place that made sense for me based on my goals. Will continue to recommend Apex to friends and family.
Read more

Gain a Lifelong, Go-To Partner for Any Financial Question

We’re here to answer anything that comes up or connect you with the right experts who can.

Have a question on your mind? Curious about partnering with us? Let’s have a conversation.


Schedule Time to Chat