Apex Wealth Group

Apex Wealth Group specializes in retirement planning and financial advising in Waltham, MA, helping clients navigate investment management, tax strategies, and wealth protection. Located near Brandeis University and Brandeis/Roberts MBTA Station, we serve professionals, retirees, and families throughout Newton, Lexington, and the Greater Boston area. Our comprehensive retirement planning approach ensures clients move forward with confidence and clarity. We prioritize kindness, respect, and results in every client relationship. If you're looking for a trusted financial planner in Waltham, contact us today at [email protected] or visit our office at 51 Sawyer Rd, Waltham, MA.