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  • Firm
  • Process
  • Philosophy
  • Contact
  • Client Login

A Multi-Family Office

Providing team based generational planning, advice and education to high net worth individuals and their families

Our FirmOur Process

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.

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Our Process

We are centered around the most important piece of the puzzle – the client.

Holistic, Team-Based Planning
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
Comprehensive Investment Management

A well tailored investment plan should include more than just stocks and bonds.

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Accessible anytime, anywhere.
Accessible anytime, anywhere.

Our secure cloud-based technology allows us, and you, to access your personal financial information any time, from anywhere.

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Our 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.

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Apple Tree Wealth Management

1806 Apple Tree Lane
Bethlehem, PA 18015

610-849-2516  |  [email protected]

Copyright @2018 Apple Tree Wealth Management, All rights reserved.

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