Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.Through its associations and relationships with other industry professionals ( other CPAs, CFPs, insurance specialists, elder care attorneys, etc.) Applewood Asset Management (AAM) assists all types of investors through its fee based asset management services. AAM utilizes well known, low cost, and highly regarded account custodians.

Applewood Asset Management (AAM) utilizes, hires, or retains various consultants, analysts, and research sources for opinions, and asset allocation strategies and direction. AAM uses sources such as Barrons, Morningstar, Value Line, Zacks, and various private newsletters, blogs, and research-oriented publications. AAM also utilizes the services, for most clients, of managed money programs such as, or similar to, those offered by Formula Folios. AAM focuses on retirement account distribution planning and its implications, particularly through seminars on “Required Minimum Distributions (RMDs)” and income and legacy planning. AAM has accounts solely devoted to growth of capital, but more often devoted to income generation, preservation of capital, and growth plus income portfolios.