Applebaum Wealth Advisors

Services we provide to our clients include

Designing sound strategies to help achieve a comfortable retirement.
Applying our expertise in both discretionary and self-directed portfolio management, suitable for hands-on clients, hands-off clients and everyone in between.
Corporate investment strategies and treasury management for public, private, holding companies and not-for-profit organizations.
Estate planning and structuring, including methods for seamlessly transferring wealth to the next generation.
Insurance-based strategies for tax-sheltered investing or just "peace of mind".
Help with establishing and maintaining a charitable foundation.
Benchmarked investment performance reports.
Comprehensive tax reporting to reduce accounting time and fees.
Ongoing reviews of all elements of your plan.
An option to have your portfolio managed in accordance with the principles of Global Sustainable Investing (otherwise known as Socially Responsible Investing)