The clients of Apple Growth Partners are serviced through an affiliated sub-advisor relationship. For more than 76 years, Apple Growth Partners (AGP) has helped grow local companies through accounting and business advisory services. A natural extension to AGP clients includes offering wealth management services to plan for prosperity for future generations of business and families.

We build relationships holistically, meaning your goals, life experiences, relationships, and wealth all matter. Our investment services include:

• Independent investment research and management
• Rules-based risk mitigation framework
• Active and tactical portfolio management via a sub-advisor relationship
• Direct access and communication between clients and their portfolio manager
• Customized investment strategies through our sub-advisor relationship coordinated with income tax planning
• Personal financial planning