Wealth Management and Investment Advisory Services

ASSURANCE / AUDIT & ATTEST SERVICES

Wealth Management and Investment Advisory Services

Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance, and risk management services to high net worth individuals, their families and corporate clients. Its team of highly trained professionals have advanced certifications and degrees, including the CFP®, CFA, CIMA®, CPWA®, CPA, PFS and J.D., representing an extensive level of education and experience.

Apexium Financial carefully designs strategies and solutions to meet its clients’ objectives – such as long-term capital growth, retirement planning, asset protection, or minimizing taxes – and then work closely with some of the nation’s most prestigious financial and investment firms, attorneys, accountants, and other advisors, to execute the plan. Additionally, its team is constantly searching for innovative strategies and through Apexium’s membership in a reinsurance company, has access to cutting-edge products that are generally unavailable to most consumers.

Apexium Financial was created in 2016 from the combination of two independent and nationally recognized firms: Citrin Cooperman Wealth Management LP, ranked 72nd in December 2015, in Financial Planning Magazine’s list of the nation’s Top 150 Registered Investment Advisor firms out of 59,422 firms and Capstone Wealth Management LLC, recognized in January 2016 as one of the Top 10 Advisors in New York City by AdvisoryHQ. Apexium Financial is affiliated with Citrin Cooperman & Company.

Apexium Financial’s clients are located throughout the United States and internationally. It’s headquartered in New York, with additional offices in Philadelphia, Connecticut, Massachusetts, Maryland, New Jersey and Rhode Island.

If you want to learn more about Apexium Financial please visit our website at www.apexiumfin.com.

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Services Included

Focused on Growing and Protecting your Wealth

Growing and protecting your wealth can be a stressful and daunting task. Passing your estate to your heirs and/or to charity in a meaningful and efficient manner is equally as complex. It means looking at the “big picture” to truly understand how the financial decisions you make today will affect your future. Apexium’s goal is to serve as your guide and ensure that your best interests and those of your family are kept paramount. We take a holistic approach to wealth management and take pride in our responsiveness and independence.

Our specialized team members take a proactive approach to ensure audits are performed in an efficient and cost effective manner, and provide up-to-date information on regulatory and technical developments.

As part of performing an audit of an employee beneit plan, our professionals evaluate the controls in place, and advise on ways to enhance the controls and procedures utilized in administrating the plan. We also have extensive knowledge of GAAP, ERISA, and IRS regulations, and have experience in representing plans subject to DOL audits or IRS exams. We believe this sets us apart as a dynamic accounting firm.

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