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Building Financial Wellness

Through Impact, Education & Advocacy

Custom Wealth Strategies for Greater Boston & Beyond

Let’s Work Together

Paramount Financial Solutions | Beverly MA

Welcome to Apex Wealth

We’re passionate about positively influencing our clients’ lives through personalized financial planning, utilizing a team-based approach.

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.

Intentional Individuals

Align your prosperity with your family and community.

Pre-Retirees & Retirees

Cultivate your hard-earned savings in a way that ensures principal protection and leaves behind a lasting legacy.

Sound like you?

Take a look at our services

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