Financial Direction in a Complex World
Asset Planning Services is a fee-only, multi-faceted wealth management firm that provides clients with practical guidance for the accumulation, preservation, and distribution of wealth.
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Financial
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Employee
Benefits
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Risk
Management -
Tax
Planning
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Investment
Planning -
Estate
Planning
Financial and Life Planning for
Merck* Executives and Their Families
Integrated Wealth Management
Guiding Your Financial Future
Six Key Components Help Define Your Financial Journey
Individuals who embark on their own financial plans often get overwhelmed by books, software and seminars or rely on commissioned brokers or advisors with limited perspective. By taking a fully integrated approach to wealth management, APS seeks to improve financial security and peace of mind beyond mere investment performance. Just as one gear needs another gear to work efficiently, we feel effective wealth management decisions in one area generally require inputs from, and coordination with, other plan components.
Navigate Towards Financial Freedom with the APS Team
With our family office/team-based approach to wealth management, you receive the dedicated attention and direct accountability of an entire office of specialists rather than the narrow viewpoint of a single advisor. This approach empowers you to make prudent life decisions based on your customized plan. For a wealth management team that can cover the various facets of your financial life, turn to Asset Planning Services.