Wealth Management

Give your future the attention it deserves.

Your vision of the future gives us all the direction we need to develop an investment portfolio tailored to your specific objectives. Once we have the right path for you, together, we can monitor and update your plan as often as needed to ensure your goals are met.

Investment Management

Our trusted advisers can help you strike the right balance between the application of resources and the management of risk. Working in whatever capacity you choose - from low involvement to managing your portfolio on your behalf - we can provide you all the information and expertise you need to make sound investment decisions to reach your ultimate financial goals. 

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Products and services offered through American Trust Center are: * Not a deposit * Not FDIC insured * Not insured by any federal government agency * Not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested.

Investment Advisory securities, products/services offered through American Portfolios Advisors, Inc. and APFS Wealth Management, Inc., SEC Registered Investment Advisors. APFS Wealth Management, Inc. is independent of American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. Registered Representatives offering securities through American Portfolios Financial Services,Inc., Member: FINRA / SIPC.

The registered representatives associated with this site may only discuss and/or transact securities business with residents of specific states. Please ask any of our advisors which states they are registered in to discuss and/or transact securities business.

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