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Apple Tree Wealth Management

Apple Tree Wealth Management


1806 Apple Tree Ln Bethlehem PA United States 18015

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About Business

Apple Tree Wealth Management isa full service financial planning and investment management firm. We leverage our technology, independence and scale to provide our clients access to institutional level resources for a fraction of the cost of most brick-and-mortar wealth management companies.

Unfortunately, most financial professionals only analyze an individual’s investments when making recommendations, never truly understanding the big picture. While investment management is certainly important, it is only a piece of the pie. Whatever investment management decisions we recommend must be done within the context of our clients overall financial plan, and what it is they wish to accomplish with their assets.

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