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Services
Life Planning
Financial Planning
Investment Management
Retirement Planning
Advisory Services
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Blog
About
Bio – Philip Weiss
Media
Frequently Asked Questions
Contact
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1 (443) 690-5240
14840 Hunting Way, Phoenix, MD 21131
philweiss@apprisewealth.com
Apprise is located in Phoenix, MD about 20 miles north of Baltimore. Apprise serves local clients face-to-face and also works with people virtually.
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Beneficiary Designation Checklist
Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.
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Beneficiary Designations
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