Apollon Wealth Management, LLC

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.

Chasing a hot IPO? Chief Investment Officer Eric Sterner has a stat that might make you pause.Speaking with Yahoo Financ...
07/16/2026

Chasing a hot IPO? Chief Investment Officer Eric Sterner has a stat that might make you pause.

Speaking with Yahoo Finance and Josh Lipton, Eric pointed out that the 20 largest IPOs since 2006 have seen an average maximum drawdown of more than 60%. His advice isn't to avoid them altogether, it's to keep positions small, buy at a reasonable valuation, and think in years, not days.

https://youtu.be/ncZggVSvIqM?t=3782

Before Michael Green became a financial advisor, he spent 15 years in college and independent school admissions, enrollm...
07/16/2026

Before Michael Green became a financial advisor, he spent 15 years in college and independent school admissions, enrollment, and financial aid, guiding families through major decisions about their children's education.

"I came into this profession with a desire to help people in a meaningful way," Michael says. "And I feel like financial planning really does allow you to have the most impact."

What drew him to the shift was the chance to build something longer-lasting. "When I came to really understand what financial services offered, it checked all the boxes for me. It solved one of my biggest challenges. This was an opportunity to build more lasting long-term relationships with clients."

Learn more about our advisors: https://apollonwealthmanagement.com/wealth-management/how/

As portfolios grow, many investors are surprised about the changes success creates—beyond the returns.Individual decisio...
07/14/2026

As portfolios grow, many investors are surprised about the changes success creates—beyond the returns.

Individual decisions have real implications across taxes, liquidity, and future flexibility that they didn't before. What started as a collection of smart investments needs to start behaving like a system.

Stock selection answers one question: is this a good investment? Wealth management goes deeper: how do all of these decisions work together over time?

Rob Wolfe, a Partner at Apollon, said: "We're always trying to get better. We're always trying to grow individually and ...
07/07/2026

Rob Wolfe, a Partner at Apollon, said: "We're always trying to get better. We're always trying to grow individually and collectively as a team so that we can help our clients more expansively across more aspects of their life."

07/03/2026

250 years ago, a brave group of people built a nation on the belief that freedom is worth fighting for, worth protecting, and worth passing on.

Happy Fourth of July from all of us at Apollon.

The market is broadening — and that's good news for investors.Chief Investment Officer Eric Sterner appeared on Schwab N...
07/02/2026

The market is broadening — and that's good news for investors.

Chief Investment Officer Eric Sterner appeared on Schwab Network with Nicole Petallides to explain why AI-driven growth is now lifting sectors beyond tech. From copper for data center construction to utilities powering AI infrastructure, Eric noted that "it's important for investors to remain diversified" as this rally expands.



https://schwabnetwork.com/video/ai-powers-profits-as-market-leadership-expands-beyond-tech

This week, we celebrate freedom in many forms, including financial freedom.It's not about a specific number. It's about ...
07/01/2026

This week, we celebrate freedom in many forms, including financial freedom.

It's not about a specific number. It's about feeling less uncertainty, less pressure to react to the market, and more confidence in your future.

And it starts with a plan.

Halfway through 2026, and what a year it’s been. Record corporate earnings. Renewed inflation pressures. Geopolitical un...
06/22/2026

Halfway through 2026, and what a year it’s been. Record corporate earnings. Renewed inflation pressures. Geopolitical uncertainty. Market rotation. Through all of it, one thing remains constant: the investors who stay grounded in a plan tend to navigate volatility far better than those reacting to headlines.

Our CIO Eric Sterner has published his 2026 Mid-Year Outlook - a clear-eyed look at where markets stand and what opportunities lie ahead. We’re sharing it not as a forecast to follow, but as a resource to inform the conversations you should be having with your advisor right now.

📖 Read the 2026 Mid-Year Outlook: https://apollonwealthmanagement.com/market-commentary-2026-mid-year-outlook/

Today, we honor Juneteenth, a day that commemorates freedom, resilience, and the enduring contributions of Black America...
06/19/2026

Today, we honor Juneteenth, a day that commemorates freedom, resilience, and the enduring contributions of Black Americans to our nation's history and future.

As we reflect on the significance of this day, we recognize the importance of creating opportunities that help individuals, families, and communities thrive. Progress begins with knowledge, access, and the ability to build a brighter future.

We celebrate freedom, honor history, and remain committed to fostering a more inclusive tomorrow.

Our team is growing! Please join us in welcoming Matthew Baltuch to Apollon Wealth Management.Matthew brings more than 3...
06/18/2026

Our team is growing! Please join us in welcoming Matthew Baltuch to Apollon Wealth Management.

Matthew brings more than 34 years of experience in wealth management and financial planning, with a career that includes leadership roles at Steward Partners, Morgan Stanley, Smith Barney, and Merrill Lynch. He is based in Florham Park, NJ.

We're excited to have him on the team.

Apollon Wealth Management, LLC (Apollon)is pleased to welcome Matthew Baltuch as a Wealth Management Advisor based in Florham Park, NJ. Matthew brings more than 34 years of experience across wealth...

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

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