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Private Wealth & Advisory

At Apex Capital, we give meaning to your wealth with personalized support. Whether it is for financial investment strategies, life insurance, private equity, REITs, structured products, or tax optimization, we guide you towards the best opportunities to meet all your needs.

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Our services for your wealth

With a decade of experience in international financial advice, Apex Capital specializes in Financial Investment Advice and Wealth Management in Pau and the South-West (Biarritz, Bayonne, Tarbes, Lourdes, Orthez …). We also support our clients remotely, throughout France and certain regions of the world, providing daily advice to individuals, families, and businesses on all their issues.

Wealth Management Strategy

We believe that wealth management requires a personalized approach. We work closely with you to understand your long-term goals, risk tolerance, and current and future financial needs. We use this information to create a tailored plan designed to preserve and grow your wealth. With Apex Capital, you can be confident that your wealth is managed with care and expertise.

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Our way of working :

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1st Step – Discovery

This is the discovery phase between the advisor and your expectations. The purpose of this meeting is to understand your needs, your financial situation, your goals, and your expectations. Through this financial assessment, we will cover the key areas of your wealth, such as Legal, Tax, and Financial matters. It is also an opportunity for us to present our services in detail and explain our working methods. This discovery phase is crucial for establishing a relationship of trust. During this meeting, you will complete a questionnaire that determines your risk profile so that our recommendations are suitable for your investor profile for future advice. After the meeting, we analyze the collected information to develop personalized wealth management strategies based on the previously defined goals.

2nd Step – Our recommendations

We present our various recommendations and discuss the different options with you. This may include investment proposals, tax planning, retirement planning, or other services based on the needs identified during the first meeting. We provide you with a report summarizing our recommendations.

3rd Step – The implementation of solutions

We select the goals you wish to prioritize and implement the chosen solutions through the various platforms of our partners previously selected.

4th Step – Ongoing monitoring

Semi-annually or annually, according to your preference, we meet to review your investments and ensure that our strategy continues to meet the objectives we have defined. This is also an opportunity for us to update your situation and ensure that your objectives remain consistent with those established when we defined the wealth management strategy.