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Philip Weiss

Advisor Details

Financial Advisor in Phoenix, Maryland with 7 Year(s) of Experience

Professional Designations

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Personal Bio

Phil founded Apprise Wealth Management. He started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 20 years, he has worked extensively in the areas of personal finance and investment management. Phil is both a CFA charterholder and a CPA. In addition, he has served as a featured media spokesperson and has written weekly commentary on market-related topics. His investment approach favors the long term, as well as assessing the value and fundamentals of the assets in which he invests. He launched his own Registered Investment Advisor (RIA) business so he could provide financial planning, personal finance, and investment management services and education to those looking for assistance. He believes it is a privilege to help others plan for their financial future. Phil grew up in Livingston, New Jersey and graduated from Rutgers University with a BS degree in Accounting. He also attended Duke University for three years where he was a Psychology major. He and his wife, Diana, live in Maryland and are proud parents of four children. Phil enjoys following his favorite sports teams, reading, and spending time with his family at home, on the fields, and when traveling. Phil continues to coach many of the youth sports teams that his children play for.

Firm Name

Apprise Wealth Management

Firm Bio

Apprise Wealth Management provides comprehensive financial solutions for entrepreneurs, investors, professionals, retirees, and individuals as well as families on a fee-only basis. While our client group is diverse, what they have in common is an insistence on trustworthy advice with no strings attached. Our clients have achieved personal and financial goals and have watched their wealth grow (or are on track to do so). However, many never anticipate the complexity increasing wealth brings. They feel unsure of the appropriate next steps. Our integrated approach to wealth management helps clients maximize the wealth they have earned and spend more time enjoying the achievements of their life and work.

Advisor Type

RIA - Philip Weiss

Firm SEC Form ADV

Total Assets Under Management

$19200000

Firm SEC/CRD #

288709

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Firm Logo

Education

Rutgers University/Rutgers College School of Business
BS/Accounting
Duration: 1985 - 1987

License(s)

Other

Advisor SEC/CRD #

4619842

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

No

Methods of Compensation

Assets Under Management (AUM), Fee-Only, Fixed Retainer Fee

Specialties

Preferred Client Type

Membership Associations

National Association of Personal Financial Advisors (NAPFA)

Articles & Blogs

Personal Blog

Activities/Hobbies

Animals and Pets, Blogging, Board Games, Cycling, Fantasy Sports, Healthy Lifestyle, Investing

Language Spoken

English

Volunteer Experience

Coaching youth sports teams

Disclaimer

Apprise Wealth Management LLC is a registered investment adviser offering advisory services in the State of Maryland and in other jurisdictions where exempted. Advisory services are offered through Apprise Wealth Management LLC, an investment advisor firm domiciled in the State of Maryland. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator. The State of Maryland’s Securities Division can be reached at: http://www.marylandattorneygeneral.gov/Pages/Securities/default.aspx

Contact:


Phoenix, Maryland 21131

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