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Don’t guess.

Plan with purpose.

Wealth management is what we do, but purposeful planners is who we are.

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See how our 4-step Purposeful Planning Process works

Over 55 years

of combined experience helping high-capacity clients make confident financial decisions

We deliver clarity through:

Purpose-led planning with unwavering integrity
Integrated investment, tax, and estate strategy
Business owner and multi-generational family expertise

Your future deserves leadership, not guesswork.

Who We Serve

ApexFlow works with people who want clarity, structure, and confident direction for their financial lives. Our clients value leadership, straight answers, and planning that supports the life they want to live.

We serve individuals and families who want to:

Retirees who want steady income, confidence, and structure for their next chapter
Business owners preparing for succession, liquidity, or life beyond the business
High capacity families seeking multigenerational continuity and intentional legacy planning
Individuals navigating major life transitions who want clean direction instead of guesswork
Investors looking for disciplined portfolio management and access to private or alternative strategies
Purpose oriented givers who want to integrate charitable, philanthropic, and impact goals into their plan

Our clients are thinkers, builders, leaders, and doers. They want a planning partner who is proactive, transparent, and unafraid to bring clarity to the decisions that matter most. If you are ready to simplify the complex and move forward with confidence, you are in the right place.

Our Services

Retirement Income and Life Transitions

Retirement is a major transition, and we help make it feel clear and grounded. We design income strategies that support your lifestyle and reduce guesswork, including withdrawal sequencing, Social Security optimization, cash flow modeling, and transition planning. You enter retirement with clarity instead of uncertainty.

Investment Strategy and Private Markets

We build intentional, disciplined portfolios with access to broader opportunities. This includes access to private markets, curated alternative investments, and values aligned options for those seeking responsible growth.

Diversified portfolio construction
Private and alternative investments
Values aligned investing options
Risk and allocation clarity

Tax Strategy and Coordination

Tax strategy is one of the most powerful drivers of long term wealth. We help reduce unnecessary drag through coordinated withdrawals, thoughtful planning, and tax informed investment choices. By integrating taxes into every decision, we preserve more of what you earn.

Legacy, Estate, and Family Stewardship

We help you design a legacy that reflects your values and provides clarity for the people you care about.

Estate and trust planning
Philanthropic strategy
Family governance and communication
Education for rising generations

We help you build a legacy that endures with intention.

Business Owner and Liquidity Strategy

Business owners face uniquely complex decisions. We help you evaluate succession paths, prepare for liquidity events, and navigate the financial realities before and after a transition. Whether stepping away or scaling forward, we bring clarity to every critical decision.

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ApexFlow’s Purposeful Planning Process

The proprietary process for ApexFlow Wealth Management

Step 1

Define your why

Set the vision. Name the values. Anchor the plan.

We begin with what matters most: your life, your values, your vision. Because wealth isn’t just about what you’ve built—it’s about where you’re going, who you’re impacting, and how you want to live.

Together, we explore:

What does a successful, fulfilling life look like for you?
Who and what do you want to impact?
What kind of legacy do you want to leave behind?
What values do you want your wealth to reflect?
How do health, energy, and time factor into your definition of freedom?

This becomes your North Star—the lens through which every financial decision is made. When your plan is grounded in purpose, every step forward feels intentional.

Step 2

Take inventory

Clear the fog. Get the full picture.

Before we can chart a path forward, we need to understand exactly where you are today. We help you bring together every moving part of your financial life—so nothing is missed, and everything is working in sync.

We assess your full financial picture:

Net Worth – Investments & Real Assets

A consolidated view of your assets, liabilities, and overall financial position

Taxes

Current liabilities, planning opportunities, and upcoming exposures

Estate Planning

Wills, trusts, gifting strategies, and legacy design

Cash Flow

Income, expenses, savings habits, future pensions, and Social Security benefits

Insurance & Asset Protection

Life, disability, property & casualty, umbrella coverage, legal structures, and titling

Business Interests

Equity ownership, valuation, buy-sell agreements, and succession planning

You’ll walk away with an organized, easy-to-understand snapshot—cleared of clutter and ready for action.

Step 3

Plan with purpose

Align your assets. Bridge the gap.

With your vision clarified and your full picture in focus, we build a personalized strategy to connect the two. Your plan is custom-built to support the life you want to lead—and flexible enough to evolve with it.

Your purposeful plan may include:

Long-term cash flow and retirement income modeling
Investment strategy built around your goals and risk preferences
Tax-efficiency strategies and proactive planning windows
Estate, trust, and wealth transfer design
Business exit or liquidity event strategies
Charitable giving or legacy structures

The result is a clear, actionable strategy—one that creates momentum, reduces guesswork, and brings every financial decision into alignment with your purpose.

Step 4

Adjust with intention

Ongoing partnership. Strategic clarity. Zero guesswork.

Life doesn’t sit still—and neither should your plan. That’s why we continue to lead with proactive support, strategic updates, and consistent communication. You’ll never have to wonder what’s next or whether you’re on track.

We provide:

Reviews scheduled at your desired frequency to track the progress of your plan relative to your defined objectives and suggest any changes where needed
Strategic coordination with your CPA, attorney, and family office
Ongoing leadership across evolving goals, transitions, and opportunities
A clear next step—every step of the way

This is what high-challenge, high-support partnership looks like: bold guidance, steady presence, and a plan that stays aligned—so you can focus on what matters most.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Meet the ApexFlow team

Our team of seasoned professionals is dedicated to helping you achieve your financial goals through personalized strategies and unwavering commitment.

Trevor Hanson

Founder | President | Wealth Advisor, RJFS

Jaden Gurney

Founder | President | Wealth Advisor – RJFS

Katie King

Founder | Sr. Vice President | Wealth Advisor – RJFS

Sam Preine

Wealth Advisor, RJFS

Elisa Meacham

Client Service Associate

Frequently asked questions

Our team of seasoned professionals is dedicated to helping you achieve your financial goals through personalized strategies and unwavering commitment.

Ready to take the next step?

Partner with ApexFlow to turn your financial goals into actionable, tailored solutions.

Book a 20 Minute Fit Call

No obligation, just clarity. Let’s discuss how we can help you.