Do you hear a distinct voice or just an echo? While echoes blend into the noise, a voice stands out, clear and unique. One thing is certain about our approach: we provide transparent, honest advice on how to build, maintain, and transfer wealth.
Overlooking the signs on your financial journey can lead you down the wrong path, and you certainly don't want to lose your way during this pivotal life chapter.
Your financial story has a beginning, a middle, and an end that should align with your own vision and goals. That's where we step in, offering a carefully crafted plan driven by our expertise and knowledge to steer you towards success.
Have you pondered how you wish to spend the rest of your life? What are your dreams, your desired lifestyle, and what financial resources will you need to realize these dreams in the short and long term?
Are you listening to a voice or an echo?
Our distinctive edge lies in our personal investment in helping you attain these goals.
Remember, self-care is never a luxury but a necessity, and this applies to both your mental and physical well-being. Once you prioritize your financial health as an integral part of your future, your reality and your decisions will begin to reflect this commitment.
Compatibility, Trust, Personalization, & Collaboration
We believe that Compatibility is essential in building successful relationships between our firm and our clients. It is important that both parties are a good fit for one another, be it on a personal or professional level. That's why we encourage both the client and our Apricus Advisors to evaluate their compatibility before entering into a partnership.
Trust is a fundamental value that we take seriously. We believe that trust is earned through consistently meeting and exceeding our clients' expectations, and by always striving to do the right thing. We operate with the utmost integrity to ensure that our clients view us as their trusted advisor.
Personalization is another core value that we uphold. We understand that each client has unique needs and preferences, and we strive to provide them with a customized plan tailored to their individual requirements. We keep clients engaged, informed, and assured that their portfolio is in good hands.
Collaboration is key to building strong relationships with our clients. We believe that by including them in the decision-making process, we can develop a deeper understanding of their goals and objectives. We encourage our clients to stay involved in their planning without the burden of day-to-day asset management, providing them with regular market updates to keep them informed and engaged.
Meet the Team
Apricus Insurance Professionals
Apricus Capital Strategies has recently partnered with FIG – Financial Independence Group, a cutting-edge platform to enhance our ability to serve our clients. This partnership enables us to provide independent advisory practices like ours with a comprehensive suite of capabilities and resources, such as access to a range of insurance products and providers, advanced technology solutions, and a robust back-office support. FIG empowers our team of dedicated professionals, including advanced planning, legal support and education to better serve our clients with greater efficiency and effectiveness. Meet our extended team:
Operations Specialist, Annuities
Operations Specialist, Life