For over 40 years, APS Wealth Management has been providing the people of Central Pennsylvania with full-service financial planning. Our team of experienced planners works with each client to create a custom financial plan that addresses all of their needs.

What is Portfolio Management?

Portfolio management is one of the most important services APS Wealth Management offers. The service entails matching a client’s investments with his or her financial goals, both short and long term. This involves balancing risk against performance and asset allocation, among other things. Unlike larger firms, we create an entirely unique plan for every client we work with.

Benefits of Professional Portfolio Management

When a client hires APS Wealth Management, they are hiring an entire office of financial professionals whose job is preserving the client’s investments. Our team works every day to not only react to changes in the market, but to anticipate them, as well. Our decades in the wealth management business have given us invaluable experience when it comes to all aspects of investments, and we use that knowledge to help benefit our clients.

Why Choose a Raymond James Certified Financial Planner

Along with our years of experience in the financial world, APS Wealth Management is also proud to be aligned with Raymond James. This relationship gives our portfolio planners access to a wide range of investment resources and networks that span the globe. We regularly receive local, national, and international financial news from Raymond James, along with corresponding analyses about any potential effects on the market.

To learn more about APS Wealth Management and our services, or to schedule a meeting with one of our certified financial planners, clients can contact us today.