Our History

APEX Strategic Wealth is a Chattanooga, TN-based Registered Investment Adviser (RIA). APEX was founded in 2020 with a "client centric" approach to wealth management and financial planning. Bringing over 50 years of combined financial industry experience to the table, ASW's leadership team saw a unique opportunity to partner with advisors to ensure clients are receiving thorough and thoughtful advice & service. Our goal is, and always has been, putting clients first.

In doing so, APEX Strategic Wealth helps advisors manage the various aspects of their financial planning businesses including but not limited to compliance, operations, business continuity, and business development. ASW's belief is that the best advisors are those who are well-equipped to manage their client relationships and position their business for success.