About Us

Aptus Financial Services and Wealth Management aims to be a trusted advisor and money manager for its clients’ personal and business needs on a platform of transparency, product innovation and performance. Investment management services are too often entangled with conflicts of interest. We believe that in order to avoid these conflicts, a firm must have the independence to be an objective advocate. Aptus was founded with this purpose in mind. Aptus seeks to deliver to its clients not only wisdom in the arena of investment management, but also address holistically their business needs by leveraging Aptus’ strengths in other businesses, to provide solutions in the areas of Capital Markets, Insurance, and Financial planning.