schedule Appointment
Log In
Retire from work, not from life .

Apex Wealth Management, LLC offers full-service financial advisory for pensioned Americans and their families. Schedule a complimentary consultation with us and get all the answers you deserve.

get started
Here to help you plan for everything life throws your way.

Welcome to Apex Wealth Management, LLC. Our goal is to provide you with valuable knowledge and experience to craft the perfect retirement for you.

About apex Wealth Management

We know your retirement systems very well as we have worked with many individuals like yourself. Now let us get to know you.

Our team is well-equipped with knowledge on federal, state, and local retirement systems, including investment allocations, tax efficiency, and planning for distributions. We strive to offer the most valuable advice to our clients while developing a lasting personal connection. The end goal is to set you up on a path toward achieving all your retirement goals.

about apex wealth
Our Process is Easy.

Learn about the process that will help you to maximize your benefits, structure your income, and navigate the retirement process.

  • Analyze

    Everyone has unique goals for their retirement. Your path will look different than many others. That’s why first things first, we conduct a benefit analysis and strive to learn all your wants and needs.

  • Share

    We believe that sharing knowledge is the best way to choose a plan of action for your retirement. We will explain all of your options and all products that you may be considering.

  • Maximize

    Now that you are fully aware of your options, we want to maximize the value of your plan. Our goal in this step is to provide you with the peace of mind you need right now.

more about our process
Our Process is Easy.

The process that will guide you to maximize your benefits, structure your income, and navigate the retirement process.

Our Process is Easy.

The process that will guide you to maximize your benefits, structure your income, and navigate the retirement process.

  • Analysis

    Everyone has unique goals for their retirement. Your path will look different than many others. That’s why first things first, we conduct a benefit analysis and strive to learn all your wants and needs. This analysis will help us get a good grasp on what services you may need to include in your planning.

  • Share

    We believe that sharing knowledge is the best way to choose a plan of action for your retirement. We will explain all of your options and all products that you may be considering. We will not push certain plans on you, we will simply explain what we have found to be successful for others and what options you have.

  • Maximize

    Now that you are fully aware of your options, we want to maximize the value of your plan. Our goal in this step is to provide you with the peace of mind you need right now. If you want any changes later on down the line, we are also happy to walk you through those and discuss more.

more about our process

Our Resources and Services for Federal Employees.

Choosing the correct federal benefits can be complicated and confusing, but not with us! We bring our extensive knowledge and experience to the table to offer you explanations on any and all questions you may have. Please read on to learn more about the services we offer to clients.

Federal Benefits

Popular Services

  • Pension Calculation
  • FEGLI
  • Sick/Annual Leave
  • FEHB/Medicare
  • FERS Supplement

Your individual wants & needs.

We provide the support you need when figuring out your pension, 401(k), and other important benefits. Our team helps navigate your Federal Benefits and can help provide more information on any.

learn more & see all services

Financial Services

Popular Services

  • Roth Conversion
  • 401(k) / TSP Analysis
  • Social Security Strategy
  • Income Gap Analysis
  • Distribution Strategy

Make sense of your retirement.

A well-thought out financial plan is the key to a smooth transition into retirement. We will help you build an optimal strategy that is in line with your goals, needs, and financial situation.
learn more & view all services

Paperwork Assistance

Popular Services

  • Retirement Paperwork
  • Military Buy-Back
  • FEGLI Change Forms
  • Reimbursements

Maximize your retirement choices.

We strive to simplify the filing process and streamline all paperwork so that you can focus on the things that are most important. Rest assured that we understand the complexities of the paperwork all government employees must navigate.

learn more & view all services
Still Not Convinced ?
At Apex Wealth Management, LLC, we understand that it can be difficult to find reliable sources to answer questions centered around your personal situation. If you are one of the thousands of federal employees retiring each year, finding the proper guidance in a timely fashion can be particularly challenging. We seek to provide you with a solid support system in place to answer your retirement questions and catch any concerns in your plan earlier. That way, when you are ready for retirement, retirement will be ready for you.

what sets us apart?

Our knowledge and familiarity with FERS, CSRS and LEO retirement systems allow us to tailor advice and planning that is uniquely suited to your situation.

Who are our clients?

Our clients are anyone with a pension, particularly federal employees.

is location a problem?

Headquartered in Chicago, Illinois, we service clients and host retirement workshops all across the country.

X
X

Terms and Conditions - Privacy Policy