At Apogee Wealth Advisors, we believe that every individual's journey to financial success is unique, shaped by their values, goals, and experiences. That's why we've dedicated ourselves to providing personalized financial guidance and wealth management solutions tailored to your unique needs. Our team of experienced financial advisors, led by Managing Partner Kerri Kimball, CFP, has over 25 years of combined expertise in creating customized financial plans that help our clients achieve their aspirations.
Our Mission
At Apogee Wealth Advisors, our mission is to empower our clients to take control of their financial lives, making informed decisions that align with their values and goals. We believe that financial security is not just about accumulating wealth, but about freedom, fulfillment, and legacy. Our team is committed to providing trusted guidance, ongoing support, and expert advice to help our clients build and preserve their wealth, achieve their financial goals, and create a lasting impact.
Our Services
At Apogee Wealth Advisors, we offer a comprehensive range of services designed to help you achieve your financial aspirations. Our services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance and risk management
- Tax planning and optimization
- Philanthropic planning and impact investing
Meet Our Team
Our team consists of experienced financial advisors who are committed to delivering exceptional service, expertise, and personalized attention to our clients. Our team is led by Managing Partner Kerri Kimball, CFP, who has over 25 years of experience in the financial industry.
What Sets Us Apart
At Apogee Wealth Advisors, we pride ourselves on our commitment to integrity, transparency, and personalized service. We believe that building long-term relationships requires more than just expertise; it demands empathy, trust, and a deep understanding of our clients' unique needs and goals. We focus on creating customized financial solutions that align with our clients' values, goals, and aspirations, ensuring their financial well-being and peace of mind.
Our Commitment to Sustainability
At Apogee Wealth Advisors, we're dedicated to making a positive impact not only on our clients' financial lives but also on the world around us. We believe that responsible investing and socially responsible investing are crucial components of our clients' financial plans. We're committed to engaging with companies that demonstrate high environmental, social, and governance (ESG) standards, ensuring that our clients' investments align with their values and contribute to a better future.
