Apex Wealth Services

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Apex Wealth Services Securities and Advisory Services offered through Cetera Advisor Networks LLC, member FINRA, SIPC.

Cetera is under separate ownership from any other named entity.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
10/26/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

Are you considering a FIRE retirement? Learn the basics here.
10/23/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

The average college senior graduates with credit card debt. How will your kids manage money?
10/21/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
10/19/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

10/14/2026

There are benefits and limitations when using a living trust.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
10/12/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
10/09/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/05/2026

Three steps may make a difference if you find yourself suddenly single.

10/02/2026

Passing down a legacy isn’t only about what transfers on paper.

It’s also largely about communicating and passing down your family’s values.

Address

10435 Commerce Drive, Suite 140
Carmel, IN
46032

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+13172438016

Website

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