Founded to Provide True Value to Our Clients.
At Applied Wealth Management, we believe in utilizing a comprehensive approach and applying an organized process to assist in the implementation of a customized strategy based on your vision.
Our team consists of experienced professionals that provide guided and holistic solutions designed to grow, protect and distribute wealth in a tax-efficient manner. Whether you’re an athlete, entertainer, business owner or family member, we’ll work with you to identify the appropriate long-term strategies for your wealth and well-being.
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“ The only interest to be considered is the interest of the client. ”
- Jermaine Carter, CFBS, MSFS, AEP®
With Time-Tested Data, We’ll Help You Succeed
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With Applied Wealth Management, You’ll Find:
- Client & Advisor Advocacy
- Intellectual Honesty
- Planning Grounded in Economic Theory