Apogee Wealth Advisors Employee Directory

Financial ServicesNew York, United States2-10 Employees

Apogee Wealth Advisors is a boutique financial services firm based in Chappaqua, New York, offering guidance across financial planning, asset management, estate and insurance planning, and executive benefits. The practice emphasizes tailor-made solutions designed to align clients’ wealth strategies with their goals and values. As independent financial advisors affiliated with Commonwealth Financial Network, they have the flexibility to select solutions that best fit each client’s needs. 

Clients engage Apogee as a partner and steward for their financial life and legacy, with an emphasis on building long-term, trust-based relationships through clear communication and customized strategies. Securities and advisory services are provided through Commonwealth Financial Network, while fixed insurance products and services are offered separately. The firm also highlights ongoing education to keep clients informed about financial developments.

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