Apprise Wealth Management

Apprise Wealth Management is an independent Registered Investment Advisor based in Baltimore, MD, serving women across the country. With a focus on empowering women through major life transitions, such as divorce, career changes, and loss of a loved one, Apprise provides comprehensive financial planning and investment management services. Led by founder Phil Weiss, a Chartered Financial Analyst and Certified Public Accountant, the firm is dedicated to helping clients gain clarity about their financial situation, create a roadmap for financial confidence, and achieve a brighter financial future.

Apprise understands the challenges of life transitions and their impact on financial well-being. By working closely with clients, the team at Apprise helps define financial priorities and develops customized plans to achieve their goals. With a commitment to serving as a trusted partner in decision-making, Apprise aims to eliminate financial stress and empower clients to not only withstand life's changes but flourish through them. Whether facing a major life transition or seeking ongoing financial education and guidance, Apprise Wealth Management is dedicated to helping women take control of their financial future and pursue a life they desire.

Generated from the website