Apogee Wealth Partners, LLC

Apogee Wealth Partners is a small advisory firm serving individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations, with no stated account minimum. It provides ongoing portfolio management, financial planning, and pension consulting, documenting client goals and risk tolerances in an Investment Policy Statement for each account.

The firm describes a client‑specific investment process that combines fundamental and quantitative analysis with a long‑term trading approach, and it uses a broad set of instruments including mutual funds, equities, ETFs (including precious metal ETFs), real estate funds/REITs, pass‑through vehicles and non‑U.S. securities. Advisors typically seek discretionary authority to implement the tailored plan, monitor portfolios at least quarterly, and provide periodic reporting through custodians.

Compared with many peers, Apogee notes two relatively uncommon features: it offers educational workshops and seminars for clients and prospects, and its disclosures indicate the use of investment vehicles and strategies (e.g., certain ETFs and pass‑through instruments) that can involve leverage or borrowing in managed accounts, together with authority to transfer or withdraw assets where authorized. The firm also combines these capabilities while operating with a two‑advisor team overseeing roughly $90–95 million in assets, which can affect the level of personalization and direct advisor involvement.