A Multi-Family Office
Providing team based generational planning, advice and education to high net worth individuals and their families
Who is Apple Tree Wealth Management?
We are a comprehensive wealth management practice providing family-office services to families in the Lehigh Valley and surrounding areas. We provide a team-based service model that goes well beyond traditional financial planning.
Our Process
We are centered around the most important piece of the puzzle – the client.
Holistic, Team-Based Planning
From the first meeting, our process engages experts in all areas of your families wealth, not just your investments.
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Comprehensive Investment Management
A well tailored investment plan should include more than just stocks and bonds.
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Accessible anytime, anywhere.
Our secure cloud-based technology allows us, and you, to access your personal financial information any time, from anywhere.
Learn MoreOur Investment Philosophy
We believe that a well crafted investment plan should be centered around two main philosophies: diversification beyond stocks and bonds, and balance between passive/active management.
We utilize a combination of investment vehicles, seeking to minimize fees when active management does not provide significant alpha, and conversely to exploit market inefficiencies utilizing active management in less liquid markets.
