Aptus Wealth Planning

www.aptuswealthplanning.com

Aptus Wealth Planning is a Pittsburgh-based group of professionals serving a select group of individuals, families, and businesses. Our mission is to simplify the financial lives of our clients by lifting the burden of financial planning and investment management off of their shoulders. We offer a wide range of comprehensive wealth management services and strategies tailored to your unique needs and long-term goals. Our customized services and personalized approach address your unique financial needs and help you gain confidence in your entire financial picture. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (FINRA: www.finra.org; SIPC: www.sipc.org). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness.

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Aptus Wealth Planning is a Pittsburgh-based group of professionals serving a select group of individuals, families, and businesses. Our mission is to simplify the financial lives of our clients by lifting the burden of financial planning and investment management off of their shoulders. We offer a wide range of comprehensive wealth management services and strategies tailored to your unique needs and long-term goals. Our customized services and personalized approach address your unique financial needs and help you gain confidence in your entire financial picture. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (FINRA: www.finra.org; SIPC: www.sipc.org). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness.

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Country

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State

Pennsylvania

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City (Headquarters)

Pittsburgh

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Employees

1-10

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Founded

2009

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Founder and Chief Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Wealth Management Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Associate

    Email ****** @****.com
    Phone (***) ****-****

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