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714-919-4446
contact@apexwmg.com
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Orange County Office

1551 N Tustin Ave,

Suite 195
Santa Ana, CA 92705

About Us

Client Centered

Welcome to Apex Wealth Management Group!

In a fast-changing financial world, having a trusted advisor by your side—offering experienced guidance and objective advice--is essential to achieving your goals. We value every client and are dedicated to building relationships that endure for generations. Our mission is to help you feel at home with a team committed to your long-term success.

As fiduciaries, your best interests always come first. We provide comprehensive financial and investment services for individuals, families, and organizations. We proudly serve clients on the West Coast, throughout the Central United States, and on the East Coast.

Meaningful relationships start with a deep understanding of your financial needs and goals at every stage of life. We pair that understanding with clear communication, transparency, exceptional service, and unwavering integrity. If you’re ready to explore how we can guide you towards achieving your goals, we warmly invite you to connect with us.

We believe that, in light of all circumstances, we would recommend the same course of action or provide the service that we would have applied to ourselves had we been in the same situation.

Please contact us for a complimentary review, with any questions, or to get to know us better.

We look forward to hearing from you!

Juan Carlos Rosario, CERTIFIED FINANCIAL PLANNER®
Founder

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.