Apriem Advisors

Wealth Management – Retirement Planning –

Foundational Asset Management – Charitable Services

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The Apriem Experience

Client

Services

A dedicated service team to support you every step of the way.

-Secure electronic on-boarding process

-Encrypted online account access

Financial

Planning

Personalized to answer your key financial questions.

-When can I retire?

-When should I take social security?

-How can I be more tax-efficient?

-Should I pay off my mortgage?

-How much is enough?

-What if…?

Investment

Management

Investment solutions tailored to your goals.

-Goals-based asset allocation

-Proprietary stock selection process

-Access to in-house CFA Charterholders

-GIPS-compliant and independently verified performance reporting

-Tax-efficient investing

Relationship

Management

We help you make the complex simple.

-Regular in-person reviews

-In-depth financial education

-Exclusive client-only events

-Personal financial advice

-Quarterly performance reporting

-Quarterly Newsletter

The Apriem Difference

Women Of Wisdom

Women of Wisdom (WOW) focuses on the unique financial needs of women just like you. We are all UNIQUE but share one desire to grow as women in wisdom. Come let us encourage, empower and educate you. WOW advocates for women in becoming more confident investors.

Values Over Valuables: Daring to live the life money can’t buy

True wealth goes beyond just money and profits-it’s about prioritizing values, relationships, and purpose. Co-Owner, and now author, Harmon Kong, brings you a beautiful read about leaving a lasting legacy for generations.

taxation planning

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Our Services

Wealth Management

Our wealth management service involves systematically guiding you through all aspects of your finances to ensure the most comprehensive and prudent approach to prosperity.

  • Investment Management, Generational Wealth Transfer, Proactive Planning, and Life Transitions

Retirement Services

Apriem Retirement Plan Services provides investment-related services to employer–based retirement plans such as a 401(k) or 403(b), as a fiduciary within the meaning of Section 3(21) of ERISA.

Contact us

(888) 253 – 0288

19200 Von Karman Ave., Suite 1050

Irvine, California 92612