Business Hours
Monday 08:00am - 05:00pm
Tuesday 08:00am - 05:00pm
Wednesday 08:00am - 05:00pm
Thursday 08:00am - 05:00pm
Friday 08:00am - 05:00pm
Saturday Closed
Sunday Closed
Apex Wealth Management Group Verified by Synup
Listed In: Financial Planning
Apex Wealth Management Group is an independent, fee-based wealth management firm in Santa Ana, California, operating under a fiduciary standard and specializing in comprehensive financial planning. Founded by Juan Carlos Rosario, CFP®, the firm works with individuals, families, and business owners… Apex Wealth Management Group is an independent, fee-based wealth management firm in Santa Ana, California, operating under a fiduciary standard and specializing in comprehensive financial planning. Founded by Juan Carlos Rosario, CFP®, the firm works with individuals, families, and business owners on retirement planning, investment management, tax planning strategies, estate planning, insurance and risk management, and executive compensation planning. Securities offered through Kovack Securities, Inc., Member FINRA/SIPC. Advisory services offered through Kovack Advisors, Inc., an SEC-registered investment advisory firm. Apex Wealth Management Group is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Read more
Additional Locations See All
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Apex Wealth Services
10435 Commerce Drive Suite 140, Carmel, IN (1 Km Away)
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Apex Wealth Advisors
2470 Boston Post Road Unit A3, Guilford, CT (1 Km Away)
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APEX Wealth Advisors, LLC
2470 Boston Post Rd Unit A3, Guilford, CT (1 Km Away)