Aptus Wealth Management
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
639 Carle Ave, Lewis Center, Ohio, 43035...Phone Number
(614) 917-1040Website
www.aptuswealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
1
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About Aptus Wealth Management
Aptus Wealth is a financial advisory firm that specializes in fee-only financial planning and wealth management, focusing on unbiased investment and planning strategies to help clients achieve their long-term goals. The firm emphasizes asset preservation while aiming to grow clients' investments through a multi-strategy approach, including risk management and tax-managed strategies. They offer a unique planning process called the Aptus Blueprint, which adapts to clients' changing life circumstances. Aptus Wealth also prioritizes client education through various resources, including a radio show and blog.Explore more
Popular SearchesAptus Wealth ManagementAptus WealthSIC Code 62,628NAICS Code 52,523Show more
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Aptus Wealth is a financial advisory firm that specializes in fee-only financial planning and wealth management, focusing on unbiased investment and planning strategies to help clients achieve their long-term goals. The firm emphasizes asset preservation while aiming to grow clients' investments through a multi-strategy approach, including risk man... Read More
