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Wealth Management Group, Inc.

a truly integrated approach to financial planning.

APL Wealth Management Group is guided by one simple philosophy: CLIENT FIRST.

At APL Wealth Management Group, Inc. we create a comprehensive financial plan for you. We work closely with you, at any stage of life to help organize, grow, & protect your wealth.

How We Can Help You

Retirement Planning

College/Education Savings

Divorce Planning

Wealth Protection

Legacy Planning

Charitable Giving

Defending you against financial perils throughout your divorce.

Certified Divorce Planning

Divorce is perhaps the most financially risky phase of life a person can go through. Whether it’s amicable or disagreeable, perils abound on both sides. As a Certified Divorce Financial Analyst (CDFA), Adam Liquori has helped dozens of individuals and couples understand where they stand now and what their financial future should look like.

Whether you are just starting divorce proceedings or need financial guidance following a settlement, reach out today to create your clear path forward.

For Clients: Access your accounts and financial plan.

Client Access

Account Login

Your Financial Plan

Market News

Schedule a meeting today and begin the next step in your financial journey.

APL Wealth Management Group, Inc.

28202 Cabot Road, Suite 300
Laguna Niguel, CA 92677 | Get Directions

Phone: 949.481.4141

Fax: 949.606.8399

Email Adam

Contact Us

About Us

We do the work that few others are willing to do in order to truly address your needs, your wants, and your wishes. We work alongside you to layout and implement an individualized plan.

And when your plan is in place, we keep a “finger on the pulse”, staying active, and working in a collaborative way, with your other trusted advisors, as your life stages change.

Adam Liquori

Founder, APL Wealth Management

Financial Advisor

Certified Divorce Financial Analyst

Veteran, U.S. Navy

Michelle Mixel

Registered Administrative Assistant

Serving our clients and the community we all call home.

Community Service/ Giving Back

At APL Wealth Management Group, giving back to the community we serve is as important as serving our individual clients. Collectively we serve the following wonderful organizations as.

Big Life Foundation

Laguna Niguel Military Support Foundation Board Member

Volunteer at Mustard Seed Ranch

Former Board Member at Ocean Institute

Member of American Legion Post 291 – Newport Beach

Former Board Member Laguna Niguel Chamber of Commerce

Former Board Member Rotary Club of Aliso Niguel

Former Committee Chair at Surfrider Foundation

Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and APL Wealth Management Group, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, ID, MD, NJ, NY, OK, PA, TN, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, APL Wealth Management Group, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

APL Wealth Management Group, Inc.