Welcome to APT Asset Management, LLC!

We are an independent financial services and consulting firm that has been helping small business owners, executives, and families establish and maintain their long-term financial goals since 2004. We pride ourselves on working with nice, smart families and small business owners who understand the importance of appropriate investment and financial planning.

If you're not currently acquainted with our firm, we invite you to familiarize yourself with who we are and how we can help you get to that point where you don't have to worry about whether your money is doing right by you. Whether you're interested in minimizing the burden of taxation, creating an investment plan, exploring risk management solutions, saving toward retirement, starting or reviewing your philanthropic strategy, funding your child's college education, or simply better understanding the fees associated with your investment and financial plan, we can help.

We appreciate your interest in APT Asset Management, LLC, and sincerely look forward to serving you.