Our Services

Bespoke wealth management services designed around your aspirations, lifestyle and preservation of your legacy.  

apricity advisors wealth management
01

Chief Planning Officer

Your Financial Chief

Unparalleled strategic guidance to orchestrate a life well lived. Staking our reputation on our ability to have courageous conversations to understand your wants and needs, collaborate with your existing network, and interpret everything into a blueprint for your future.

  • Coordinated Advisory
  • Fiscal Framework
  • Forecasting
  • Legacy and Estate Planning
  • Insurance and Risk Management
  • Investment Banking
  • Asset Management

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02

Apricity
Protect

apricity advisors risk management
Architect & Protect

Our risk management strategies are designed to empower you with proactive plans that anticipate and address potential financial and lifestyle risks. Our tailored approach analyzes your financial landscape, identifies these potential risks, and implements strategies that not only mitigate threats, but also capitalize on opportunities.

  • Life Insurance
  • Disability Insurance
  • Long Term Care
  • Business Insurance
  • Annuities
  • Premium Finance Arrangements
  • Life Settlements

apricity advisors wealth management
03

INVESTMENT BANKING

Designing Outcomes That Matter

Navigating the complex landscape of mergers, acquisitions, and divestitures requires more than just financial expertise – it demands a keen understanding of market dynamics. We look at the quantitative and qualitative factors of every deal, and ensure your values and virtues are aligned in the transaction.

  • Coordinate the process with all transaction stakeholders
  • Assist in initial data gathering and help facilitate full due diligence
  • Aid in valuation review
  • Review potential buyers
  • Assist in negotiations
  • Contract discussions
  • Assisting in coordination of entity restructures
  • Cash Flow and Lifestyle Planning

04

ASSET MANAGEMENT

apricity advisors asset management management unlock value at every corner
Delivering Performance

Elevate your portfolio. Apricity portfolio managers engineer your portfolio to make sure that over time – we are growing and preserving your assets with total clarity and confidence. Our performance driven team helps you navigate market trends, allocate assets, and manage risk to ensure your entire portfolio is working together with discipline. Our investment strategy process is built upon the following focus areas:

  • Goal Alignment
  • Risk Management
  • Consistent Decision Making
  • Maximizing Returns
  • Tax Efficiency
  • Adaptability
  • Monitoring and Evaluation

Elevate how you manage your wealth.

In 30 minutes, you can embark on a bespoke financial journey where your ambitions are nurtured with unmatched expertise.

Schedule a Consultation