At the center of our advice is a plan. A set of goals and guiding principles created by, and tailored to, each specific client with who we work. Understanding where our clients are, where they would like to go and what is important to them along the way is what allows us to find the right opportunities and engage with the right partners to offer solutions that speak to each client rather than to all clients. We don’t believe in a good solution in search of a problem: we believe in identifying goals and opportunities and finding the right solution.
Elevating Wealth Management. Elevating Advice.
The people we work with at Apollon New England are, well, people. They are not simply pools of assets or return assumptions or planning opportunities. Our clients are people with hopes and worries, passions and goals and they are full of good humor and good stories. Our work focuses on the values of our clients as human beings, and creating that type of relationship means that when we get into the details of planning and asset management, our process is tailored to what is most meaningful and impactful for our clients. This work is a partnership between clients and advisors, and we are committed to investing ourselves fully in that partnership to ensure we are providing advice and counsel that is beneficial, thoughtful and personal.
Each investor deserves two returns – peak investment performance and financial peace of mind.
At Apollon, we understand that our clients are investing more than dollars and cents. Everything we do is focused on each investor’s unique and personal situation in order to deliver a tailored wealth management plan. And as a fee-based firm without any allegiance to a specific investment, product, or insurance company, we build a cohesive, collaborative strategy to keep your interests above all else. It’s not just a fiduciary standard. It’s the Apollon standard.
Collaboration Across Disciplines
Providing the best advice often requires bringing the right experts and partners to the table to uncover opportunities, share ideas and execute on a particular strategy. Our network of professionals through our partnership with Apollon Wealth Management and affiliations with Merchant Investment Management, Fiducient and countless planning and investment professionals brings that expertise and intellectual capital to your table. Additionally, client’s individual professional advisors are integral to the success of your planning, and we take great pride in our relationships with our client’s attorneys, accountants, bookkeepers and CFOs. We strive to create a truly collaborative process with all members of the professional team; when we are working together towards reaching client goals, the results speak for themselves.