Advisor Details

Advisor Details

Financial Advisor in Phoenix, Maryland with 4 Year(s) of Experience

Professional Designations

Certified Public Accountant (CPA)

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Chartered Financial Analyst (CFA)

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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.

Firm SEC Form ADV

Total Assets Under Management

$19,200,000

Firm SEC/CRD #

288709

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BROKER CHECK
SEC

NASAA

Firm Logo

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Education

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

License(s)

CFA Charterholder

Advisor SEC/CRD #

4619842

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Contact:

14840 Hunting Way
Phoenix, Maryland 21131

philweiss@apprisewealth.com

(443) 690-5240

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