Chad Budy - Aptus Wealth Management

Closed
Call
Website
639 Carle Ave
Lewis Center, OH 43035
+1 (614) 917-1040
https://www.aptuswealth.com

Aptus Wealth Management, located in Lewis Center, OH, is a fee-only financial advisory firm dedicated to empowering clients to make informed financial decisions. With a focus on unbiased investment and planning strategies, the firm aims to efficiently achieve long-term goals while prioritizing the preservation of assets.

The firm employs a multi-strategy approach to wealth management, incorporating third-party money managers to enhance investment performance. Through their self-minted planning process, Aptus Wealth Management ensures that clients' plans remain aligned with their evolving life circumstances.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Aptus Tax Advisory Group
Radio broadcasting stations, music format

Aptus Tax Advisory Group

Aptus Tax Advisory Group is a collection of specialized financial, tax, legal, and insurance professionals. We are guided by your goals and objectives and not obligated to any single product or company.
Jessica Rivera: Allstate Insurance
Agricultural insurance

Jessica Rivera: Allstate Insurance

I’ve gotten to know many local families as an Allstate agent in Lewis Center. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I look forward to getting to know you and helping you to find the choices that meet your needs.
Matt Hatchel - State Farm Insurance Agent
Automobile insurance

Matt Hatchel - State Farm Insurance Agent

1
"We have been with State Farm for many years and with this agent for a good many of them. they have provided great customer service. They are very responsive and always look out for our needs,..."
United States›Ohio›Lewis Center›Chad Budy - Aptus Wealth Management