Wealth Management For Women Facing New Beginnings

We Help You Flourish Through Life's Big Changes

We are here to help you:

Gain Clarity About Your Situation & What's Possible

Create a Roadmap for Financial Confidence

Feel Assured You Have an Advisor Educating & Guiding You

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Are You Worrying About "What's Next"?

When facing a major life transition, you may feel:

  • Worried about your financial stability
  • Unsure how to bridge the gap between where you are and where you want to go
  • Stressed about whether you’re making the right financial decisions
 
We believe you deserve to have access to the financial knowledge and tools to live a happy life.

Feel Confident You Can Have the
Life You Want

Our goal is to help you:

Understand Your Money

We provide guidance and education so you “get” your finances.

Feel Financially Stable

Gain a sense of security for a brighter financial future.

Know Where You're Going

Receive a tailored life plan to help achieve your goals.

We Understand That Change Can Be Overwhelming

  • We are committed to taking care of the financial aspects of your transition so that you can focus on the life you want.
  • Our founder, Phil Weiss, CFA, CPA, RLP ® made it his mission to empower women as he never wanted to see another woman go through the financial hardships his mother did.
  • As a Chartered Financial Analyst and Certified Public Accountant, Phil addresses financial concerns comprehensively and illuminates possibilities.

Life Changes We Help Navigate

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Divorce

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Loss of a Loved One

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Career Burnout, Job Change, or Retirement

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Empty Nest

Life Planning To Help Navigate Change

When you’re facing a significant life transition, such as divorce, career burnout, the loss of a loved one, empty nest syndrome, or a late-career change, it’s stressful trying to understand how to bridge the gap between where you are and where you want to go. At Apprise Wealth Management, we are committed to taking care of the financial aspects of these transitions so that you can focus on the life you want.

We are an independent Registered Investment Advisor in the Baltimore, MD area working with women across the country. We understand the challenges of life transitions and their impact on financial well-being. Whatever life transition you are facing, we help you navigate your next steps and chart a course toward financial freedom.

We believe in empowering you to take control of your financial future by understanding where you are, what you want, and how to bridge the gap between the two. Our team works closely with you to help define your financial priorities and create a customized plan to achieve your goals. With a clear path forward and a trusted advisor by your side, you can feel more confident as you navigate life’s transitions and pursue a brighter financial future. We work with you to help:

  • Serve as your trusted partner in decision-making
  • Eliminate stress around how much money you should spend or save each month
  • Gain an understanding of what’s possible and know the steps to survive and thrive

How to Work with Us

Step 1:
Schedule an Introductory Call
Schedule a 30-minute call to see if your situation matches our expertise.
Step 2:
Schedule an Exploration Meeting
Gain clarity about your situation and envision what's possible.
Step 3:
Agree to Work Together
Sign an agreement and schedule the first meeting to begin working on your life plan.
Are We a Match?
You want to partner with a financial advisor whose expertise is working with women like you. We may be a good fit if you:
  • Are facing a major life transition and seeking a clear vision of your future and a solid plan to reach your destination
  • Want to feel empowered to not only withstand life's changes but flourish through them
  • Want an ongoing relationship with a financial advisor to help educate you on your finances and stay on track with your goals
  • Have investable assets of more than $500,000
CONTACT US

Take the First Step—Contact Us!

Are you ready to stop worrying about what’s next? Take the first step toward feeling confident you can live the life you want by scheduling an introductory call.

Download Our Ebook

Download our ebook discussing what female-led households need to know about planning for their financial future.

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Financial Freedom For Women
Download Your E-Book For Female-Led Households.

Alleviate stress and see where you are and what you need to do next for a comprehensive financial plan tailored for you.