i.
One integrated relationship
Wealth management, tax preparation, alternative investments, and estate coordination under one roof. Fewer handoffs, fewer logins, one advisor who sees everything.
Independent, SEC-registered fiduciary · Arizona · California · Alabama
Your wealth, taxes, and estate. One team, one plan.
Apex Wealth Advisors is an independent, SEC-registered fiduciary. We bring your investments, tax strategy, alternatives, and estate coordination under a single relationship, so the whole plan actually connects.
01
The problem
Most people do not have a money problem. They have a coordination problem.
Your advisor talks to one thing, your CPA to another, your attorney to a third, and you are the one holding it all together.
Apex was built to end that. We handle the investing, the tax work, and the estate coordination in one place, and we talk to each other so you do not have to.
02
Why Apex
Three reasons clients choose Apex
ii.
Independent fiduciary
We are not tied to a wirehouse and we act as a fiduciary in our advisory relationships. That means advice can come from the full universe of funds and equities, chosen for how they fit you, not what sits on a shelf we are told to sell.
iii.
Alternative investments access
Access to private and alternative strategies most advisors cannot offer, led by Leonard Williamson, whose career began in the space. Availability may be limited to eligible investors, and eligibility does not imply suitability.
03
What we do
Six services, coordinated as one plan
Six services, coordinated as one plan rather than six separate relationships.
01
Integrated wealth management
One coordinated plan across your accounts, not a pile of statements you reconcile yourself.
02
Tax consulting and return preparation
We prepare the return and plan the year, so the investment side and the tax side stop working against each other. Most RIAs do not do this. We do.
03
Alternative investments
Access to private and alternative strategies most advisors cannot offer, led by Leonard, whose career started in the space.
04
Retirement income planning
A paycheck strategy for the decades after work, designed so income may last as long as you do.
05
Estate and legacy coordination
We work alongside your estate attorney so the plan on paper matches the accounts in real life.
06
Commercial real estate assessment
A clear read on whether a property fits the rest of your plan before you commit to it.
04
Independence
Independent, so the advice is about you
Apex is an independent RIA. We are not owned by a fund company or a bank, and no product desk sets our recommendations. We act as a fiduciary in our advisory relationships, which means we are obligated to put your interest first.
In practice that looks simple: we recommend from a broad universe of investments, we explain how we are paid, and the plan is built around your life rather than a sales target.
05
The firm
Three partners, three states, one standard
Apex is owned equally by three partners who each bring a distinct depth: Leonard Williamson in alternatives and retirement planning, Jake Schisler in retirement income, and Joel Barlow, a CPA, CFP, and CPWA with more than thirty years in financial services. The firm is based in Arizona and serves clients across Arizona, California, and Alabama. When you call, a partner answers, not a call center.
06
Get in touch
Start the conversation
Tell us what is on your mind, and an advisor replies personally within one business day. No obligation, no pressure to move anything.
- Call
- 623-292-5560
- info@apexwealthadvisors.com
- Serving
- Arizona, California & Alabama
There is no online booking widget. Advisors keep their own calendars. Use the form or the phone number, and a partner can set up a time with you.