Apollon Wealth Management, LLC

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Apollon Wealth Management, LLC Elevating Wealth Management to a Higher Personal Standard

As a fee-based advisory service, our sole focus is assisting our clients, affluent individuals, families, and business owners, to achieve their financial goals.

A large inheritance can bring many decisions, from where to keep the money to whether to invest it.Wealth management adv...
10/27/2026

A large inheritance can bring many decisions, from where to keep the money to whether to invest it.

Wealth management advisor Kassi Hyde shared her perspective with Kiplinger on what to do first after inheriting $1 million, including how to think about investing money you want to see grow.

"If you know you don't need or want to touch the money and want it to grow for future needs, then definitely go ahead and invest. Just make sure to consider your time horizon when determining how risky you want to be."



https://www.kiplinger.com/retirement/inheritance/inherited-1-million-what-to-do-first

You’ve spent decades building wealth, but the hardest choices you’ll make may still be ahead.As you enter retirement, yo...
10/26/2026

You’ve spent decades building wealth, but the hardest choices you’ll make may still be ahead.

As you enter retirement, your focus shifts to using what you’ve built. Decisions around income, healthcare, risk, estate, and legacy become more important and more intertwined.

The final stage of our FAR framework, Return, helps you plan intentionally for what you want your wealth to make possible.

10/23/2026

Markets move, headlines change, and plenty of predictions turn out to be wrong.

The noise will always be there, but a portfolio built around your goals, timeline, and risk tolerance should help you stay grounded.

Your long-term priorities are the anchor. Keep them at the center.

10/22/2026

Retire at 60? Sell your business? Give more to charity? Spend more time with your family?

Financial independence looks different for everyone. We call it your peak, and we start every relationship by asking you to define it.

What's yours?

Have you thought about how long-term care could impact your family's future?Someone turning 65 today has almost a 70% ch...
10/21/2026

Have you thought about how long-term care could impact your family's future?

Someone turning 65 today has almost a 70% chance of needing some type of long-term care services and support during their remaining years.***

Long-Term Care Planning Month is a reminder that preparing for the future means considering more than retirement savings. It also means thinking about healthcare needs, caregiving responsibilities, and how to protect the people you love.

Thoughtful planning helps you navigate life's changes with greater clarity and confidence. Explore five important life events that may signal it's time to revisit your estate plan, including changing health needs and caring for aging parents: https://apollonwealthmanagement.com/five-life-events-that-should-prompt-an-estate-plan-review/

A smart financial decision made in one area can create problems in another.Investments affect taxes. Taxes can shape est...
10/21/2026

A smart financial decision made in one area can create problems in another.
Investments affect taxes. Taxes can shape estate decisions. Liquidity needs can change your investment strategy.

The impact across your full picture gets more significant as your complexity increases.

That’s why the second stage of our FAR framework, Ascent, involves designing a coordinated path forward.

Strategy connects everything.

For many Micron employees in Boise, selling company stock can feel like the only move. In her recent Financial Planning ...
10/20/2026

For many Micron employees in Boise, selling company stock can feel like the only move. In her recent Financial Planning feature, part of the "Know Your Niche" series, advisor Alex Lundgren shared what she has learned from working with them.

Alex explained, "They think their only option is to sell and when to sell, and so the hardest part is understanding that there are options."

https://www.financial-planning.com/news/how-an-am-radio-host-dialed-up-her-niche-planningbusiness

Your financial life is interconnected. Your financial plan should be, too.This National Financial Planning Month, discov...
10/19/2026

Your financial life is interconnected. Your financial plan should be, too.

This National Financial Planning Month, discover why comprehensive planning goes beyond investments to connect the decisions that shape your future.

Explore what financial planning really means: https://apollonwealthmanagement.com/what-is-financial-planning-really/

Markets are reaching new highs, but the story beneath the surface is changing.While the S&P 500 has continued to show st...
10/16/2026

Markets are reaching new highs, but the story beneath the surface is changing.

While the S&P 500 has continued to show strength, recent gains have become concentrated in fewer sectors. Meanwhile, inflation, interest rates, and geopolitical developments are creating new considerations for investors.

In our October Market Commentary, Apollon Chief Investment Officer Eric Sterner shares his perspective on what's driving these trends and why diversification remains important in today's market environment.

Stay informed and explore the latest insights from our investment team. Read the full commentary: https://apollonwealthmanagement.com/market-commentary-back-to-the-narrow-breadth/

What's shaping the economic outlook as we head into the final months of 2026?From resilient consumer spending to inflati...
10/15/2026

What's shaping the economic outlook as we head into the final months of 2026?

From resilient consumer spending to inflation concerns and changing interest rate expectations, several factors are influencing the direction of the economy.

Explore the latest trends and insights in Apollon's September Market Recap: https://apollonwealthmanagement.com/september-market-recap-2/

Address

111 Coleman Boulevard, Suite 402
Mt. Pleasant, CA
29464

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18432782116

Website

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