Wealth Management
Holistic Wealth Management
At Apriem Advisors, we provide a holistic approach to managing your wealth, helping you navigate the full spectrum of financial decisions from financial planning, investment strategies, and retirement planning to complex estates. Our goal is to align every piece of your financial life so you can make informed decisions, protect your legacy, and build lasting prosperity.
Wealth management at Apriem Advisors is designed to help individuals and families manage complexity, make informed decisions, and stay aligned with long term financial goals through life’s transitions.
Rather than focusing on investments alone, our wealth management services integrate financial planning, investment strategy, tax awareness, and ongoing guidance so decisions work together within a broader plan.
What Wealth Management Means at Apriem Advisors
Wealth management is not a single product or solution.
It is an ongoing process that coordinates multiple areas of your financial life, especially as circumstances change over time.
At Apriem Advisors, wealth management is planning first. We begin by understanding your goals, priorities, and upcoming transitions, then align investment strategy and ongoing guidance to support those objectives.
Investment Management as Part of a Broader Plan
Investment management is an important component of wealth management, but it is not the starting point.
Our investment approach is designed to support financial planning goals such as retirement income, tax efficiency, legacy planning, and long term sustainability.
Investment management may include:
- portfolio construction and asset allocation
- diversification across asset classes
- ongoing monitoring and rebalancing
- risk management aligned with goals and time horizon
- coordination with cash flow and planning needs
All investment strategies are based on individual circumstances and risk tolerance. Investing involves risk, including the potential loss of principal.
Coordinating Wealth Management With Financial Planning
Wealth management works best when it is coordinated with financial planning.
Decisions around investments affect taxes, retirement income, estate planning, and charitable goals. Our planning-first approach allows these areas to work together rather than in isolation.
Coordination may include:
- aligning investments with retirement planning strategy
- integrating tax aware investment decisions
- planning for liquidity needs during transitions
- supporting long term legacy and generational goals
- adjusting strategy as life circumstances change
Wealth Management During Life Transitions
Many clients seek wealth management guidance during periods of change, when financial decisions feel more complex and consequential.
We regularly support clients through transitions such as:
- retirement and retirement income planning
- inheritance and sudden wealth
- selling a business or experiencing a liquidity event
- divorce or the loss of a spouse
- career changes and income growth
- family and generational planning
Wealth management provides structure and continuity during these moments and beyond.
You can explore how we support specific life events on our Who We Help page.
Who We Work With
Our wealth management services are designed for individuals and families who:
- want an integrated approach to managing wealth
- value financial planning alongside investment management
- are navigating financial complexity or transitions
- are planning for retirement, legacy, or long term goals
- are seeking a long term advisory relationship
Services are tailored based on individual needs and circumstances.
How Wealth Management Fits With Our Other Services
Wealth management at Apriem Advisors often works alongside:
- Financial Planning
- Retirement Planning
- Estate Planning Services
- Charitable Planning
- Generational Wealth Planning
This integrated approach helps ensure decisions across your financial life are coordinated and intentional.