At APL Wealth Management Group, Inc. we create a comprehensive financial plan for you. We work closely with our clients, at any stage of life to help organize, grow, & protect their wealth.
APL Wealth Management Group is guided by one simple philosophy: CLIENT FIRST.
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.
Founder, APL Wealth Management
Certified Divorce Financial Analyst
Veteran, U.S. Navy
Director of Operations
CA Licensed Life, Accident, and Health
License # 4031942
Registered Administrative Assistant
Comprehensive wealth planning that’s specific to you.
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.
Schedule a meeting today and begin the next step in your financial journey.
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 all of the wonderful, dedicated organizations as: