Apprise Wealth Management

At Apprise Wealth Management, we take pride in being a trusted financial partner, especially for women facing new beginnings. Located in Phoenix, MD, about 20 miles north of Baltimore, Apprise can serve local clients face-to-face. We can also work with clients virtually, regardless of location. Our mission is to enhance our clients’ financial lives as well as their understanding of financial concepts. We strive to deliver you with the holistic, customized guidance you deserve based on a foundation of trust and transparency. We strive to align people’s capital with what’s truly important.