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Call Us: (407) 602-6610

Apis Wealth

Apis Wealth - Consulting | Planning | Management

  • Home
  • Who We Are
  • Our Services
    • Wealth Consulting
    • Financial Planning
    • Investment Mgmt
  • Client Portal

Wealth Consulting

Like it or not, money touches every part of our lives. Family, friends, work, personal growth, hobbies, where we live, how we live, politics . . . the list goes on. Name an area of your life and somewhere you will find an intersection between money and a decision which needs to be made.

At Apis Wealth, the foundation of all of our service offerings is our consultative approach to equipping you with a framework to make wise financial decisions. There is an  old proverb which states: “Where there is no guidance the people fall, but in abundance of counselors there is victory.” [Proverbs 11:14, NASB]

Apis Wealth is here to help apply this wisdom through ensuring a network of personal, professional, and relevant resources are available when needed to assist with the varying and often evolving needs of the clients we serve.

This all starts with a conversation and every conversation is unique because YOU and your circumstances are unique. Apis Wealth is not a robo-advisor. We are real people helping real people with stuff that really matters to them.

To learn more, please contact us!

Without consultation, plans are frustrated,
but with many counselors they succeed.

Proverbs 15:22, NASB

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Email: contact@apiswealth.com

Phone: (407) 602-6610

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Apis Wealth, LLC is a registered investment advisor based in Sorrento, Florida. Advisory services are only offered to clients or prospective clients where Apis Wealth, LLC and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Additional information regarding Apis Wealth, LLC can be obtained through the SEC’s Investment Advisor Public Disclosure (IAPD) database.

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