Financial Planning for Female-Led Households

Having seen the struggles my mother went through before her untimely passing, I want to help keep other women from experiencing what my mother did. I work with women anticipating major life changes who want to gain a better understanding of what their future might look like.

I do this by taking my knowledge and experience to help them create their “Pathway to an Informed Retirement.” This increases their confidence that they can successfully transition from saving for retirement to utilizing their retirement assets in a way that can help them to maintain their desired lifestyle both now and in the future.

Our planning services may encompass one or more of the following areas: Investment Planning, Retirement Planning, Wealth Creation, Budget Analysis, and Mortgage/Debt Analysis. We will refer clients to an accountant, attorney, or other professional as necessary for non-advisory related services.

At Apprise Wealth Management, we take pride in being a trusted financial partner, especially for female-led households. Our mission is to enhance our clients’ financial lives as well as their understanding of financial concepts. We strive to deliver you with the holistic, customized guidance you deserve based on a foundation of trust and transparency. We strive to align people’s capital with what’s truly important.

At Apprise Wealth Management, we take pride in being a trusted financial partner, especially for female-led households. Our mission is to enhance our clients’ financial lives as well as their understanding of financial concepts. We strive to deliver you with the holistic, customized guidance you deserve based on a foundation of trust and transparency. We strive to align people’s capital with what’s truly important. 

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Pathway to an Informed Retirement

Pathway to an Informed Retirement

Why Choose Us

INTEGRATED APPROACH

Our approach to wealth management helps clients align their capital with what matters most to them.

It is through detailed financial conversations encompassing all aspects of our clients’ lives that we empower people to make informed decisions.

ACCOUNTABILITY

As fiduciaries, we give you guidance you can trust, and we care about your financial life. We provide advice that uses simple language to explain complex topics, helping to foster financial literacy. Our feeling is that the quality of our advice is based on the depth of the relationships we build with each client. We are committed to helping you meet your financial goals.

PEACE OF MIND

We do our best to avoid elevating stress levels. Therefore, you will never see a market barometer or breaking news on this site – that is simply more noise.

At Apprise, we understand that short-term tactics can be important but they must be executed based upon wise strategic decisions rather than best-guess predictions.    

14840 Hunting Way Phoenix, MD 21131

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We welcome your questions regarding financial planning and investment management.

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