At Apella, our focus is You.

We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking.  Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side.

We are passionate about working with our clients and helping them achieve their most important goals.


Disclosure: Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.

Banking

Investment Management

Apella Wealth

Apella Wealth's headquarters in Glastonbury, CT, United States

Jim Scanlan

Patrick Sweeny

The Client Relationship and Financial Planning team at Apella Wealth is dedicated to fostering strong client relationships and delivering tailored financial planning solutions. They work closely with clients to understand their unique goals and needs, leveraging academic research and decades of data to provide evidence-based investment and planning strategies. This team includes a variety of specialists and advisors who ensure comprehensive and personalized financial advice to help clients achieve their most important financial objectives.

Client Relationship and Financial Planning

This department provides financial advisory services and wealth management solutions to clients.

Wealth Management

This department focuses on managing client relationships and ensuring high levels of customer satisfaction.

Client Services

This department is responsible for analyzing and managing the organization's financial plans and portfolios.

Financial Planning

This department focuses on analyzing and managing investment portfolios to optimize returns and mitigate risks.

Portfolio Management

This department manages client relationships and supports account activities to ensure customer satisfaction.

Apella Wealth

Org chart

Teams

Client Relationship and Financial Planning

Wealth Management

Client Services

Financial Planning

Portfolio Management

Account Services

Offices

Apella Wealth

Org chart

Teams

Client Relationship and Financial Planning

Wealth Management

Client Services

Financial Planning

Portfolio Management

Account Services

Offices

Related companies