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Your Needs

And we consult with other advisors to enhance their services to you.

At Froehlich Financial Group, this means that all services are coordinated so that your family not only receives best-of-breed quality, but also robust attention to your family’s individual and collective pursuits. Our sister company, American Executive Benefits, teams with Froehlich Financial Group to provide the support you need for your business.

If your operating company has been sold and the business of your family has now become the business of managing your wealth, we can help you with that, too. Transitioning from a business-owning family to a financial family is one of the most critical transitions a family faces.

Throughout our site, you’ll see the various aspects of family office level service we offer for you, your family, your business, and your future.


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

This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, DE, FL, IL, MA, MD, MI, NC, NJ, NY, OK, PA, RI, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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