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Trusted Financial Partner
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Who We Are

At Apprise Wealth Management, we take pride in being a trusted financial partner. Our mission is to enhance our clients’ financial lives as well as their understanding of financial concepts. Guidance, custom-tailored to your needs, is delivered on a foundation of trust and transparency.
1 443 690-5240

14840 Hunting Way Phoenix, MD 2113

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We welcome your questions regarding financial planning and investment management.

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