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Featured

three kinder questions

February 13, 2023

George Kinder on the 3 Essential Life Planning Questions

After launching Apprise, I learned about the three Kinder Questions. As I read more about them, I decided to incorporate them into my financial

Category iconFeatured,  Financial Planning

Money Rolls and If You Should Complete a 401k Rollover

April 11, 2022

Should I Complete a 401k Rollover?

It's rare that any of us work for the same employer for our entire careers. When you took advantage of your employer's retirement plan, you have

Category iconFeatured,  Financial Planning,  Retirement Planning,  Tips and Suggestions

West Regional Champion Duke Blue Devils

March 28, 2022

Experiences Matter

They say experiences matter. As a financial advisor, I like to understand what matters most to my clients. I also want to help them maintain their

Category iconFeatured,  Financial Planning,  Popular,  Uncategorized

Phil Weiss, Founder of Apprise Wealth Management

April 16, 2021

Confessions of a Financial Advisor

My personal story is part of what drives me to help others manage their personal finances. Growing up I faced considerable uncertainty when it came to

Category iconFeatured,  Personal Finance Tag iconVideo

A Business Women In An Office

May 23, 2019

Pay Yourself First!

Pay yourself first. When it comes to developing a regular plan for savings, remember those three words. Retirement can be a scary proposition.

Category iconFeatured,  Personal Finance

Apprise Wealth Management Logo

At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own.

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