Private Clients
We advise investors who require experienced leadership from their advisors to help them grow, protect, and transition their substantial wealth.
Apel Investment Group’s mission is to provide insightful, complete, confidential, and caring wealth management advice, and to target a competitive rate of investment growth and income. The tailored service we deliver reflects your personal and financial goals.
To help make your ambition a reality, clients enjoy access to a full range of investment and wealth management services, such as investment management, private and commercial banking, estate planning, tax strategies, trust creation, business succession planning and philanthropy, which we coordinate with your existing professional advisors.
Our motto is simple: be insightful, work hard, and be honest. We are discreet and do our utmost to help advance your financial position and peace of mind.
