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Welcome to your personalized Wealth Management Solution

One of the most important decisions you will ever make is the choice of a wealth advisor. Families of wealth want personalized service. They want to feel someone is truly focused on their individual needs and goals—for their quality of life, throughout their lives, in addition to their risk and return objectives.

We are wealth advisors. That makes us different. Our primary objective is to make your wealth work for you, lifting its complexities off your shoulders. That's why we take time to get to know you and your life dreams. Your definition of success becomes our mandate.

Whether it's your investment portfolio, your family business, your retirement plan, your estate plan, your succession plan, or your non-qualified deferred compensation plan, we become partners who work with you to achieve success as you define it. About Your Personal Wealth Management Solution.

It's Your Life!!! ...and Your Legacy!

Financial Planning & Retirement
Financial Planning & Retirement

You're working hard to build your future. Let us help you make it count now, in the future, and for the rest of your lifelearn more ›

Business Succession & Estate Planning
Business Succession & Estate Planning

Planning for a change in leadership should begin early. Facing succession now? Thinking about your estate? We can help you make up for lost time. learn more ›

Taxes & Insurance
Taxes & Insurance

Different types of taxes…different types of insurance. All of it should work together to help you manage risks you never fully anticipate.
 learn more ›



 
 
 

Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Securities offered through American Portfolios Financial Services, Inc. Member: FINRASIPC. Investment Advisory products/services are offered through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor. Froehlich Financial Group, Ltd. and American Executive Benefits, Inc. are not affiliates of APA or APFS. Executive wealth management products/services are offered through Froehlich Financial Group, LTD. a registered investment advisor

 


Check the background of this financial professional on FINRA's BrokerCheck.