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Advisory Roles

We serve families. We can be your Chief Advisor or a Trusted Collaborator.

When people look for advisors, they typically have a picture in their mind’s eye of one advisor meeting with one client. That’s because traditional advisors focus on a single client’s objectives, goals, and desires. We go a step further. Because each individual is part of a family, we provide access to the broad spectrum of services a family of wealth needs. We go beyond traditional wealth management and legacy planning to discover what, in your view, the money is there to do for you and for your family.

Our goal is to be either your chief advisor for life or a close collaborator with the family advisor you’ve trusted for years. We work with other advisors whom you trust to provide the consistent, top level service you expect. We also consider ourselves your partner in wealth management so that we stay in sync with your family culture and your family’s changing needs. This means that we measure results from your perspective, not ours. Our role either as your chief advisor or trusted advisor collaborator is to make your life simpler and the gift of wealth more enjoyable.

Advisory Roles Integrated Services Investment Management Non-Financial Services


 
 
 

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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