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Who We Work With

Partnering to Elevate Wealth Management

At Apogee Capital Resource Group, collaboration is at the heart of our FLIGHT Path Framework. We partner with leading specialists across executive benefits, qualified retirement plan actuarial and administration, legal teams, premium finance experts, tax-efficient risk management tools like captive insurance, Private Placement Life Insurance, ESOP specialists, M&A professionals, and investment bankers. Together, we deliver tailored, sophisticated solutions for ultra-high-net-worth clients.

 

By leveraging this network of professionals, we simplify complex financial challenges, ensure strategies align with client goals, and create multi-generational impact. Our collaborative approach enhances clarity and trust, allowing advisors to elevate their wealth management practice with confidence.

Leverage Collaboration

Bringing Specialists Together

Sophisticated wealth planning demands more than a single perspective—it requires a coordinated team of experts. At this phase, we emphasize collaboration with a network of specialists, including tax advisors, estate attorneys, business consultants, and insurance professionals, to craft tailored strategies for your clients.


By leveraging the combined expertise of trusted professionals, we ensure every aspect of your client’s financial life is addressed from every angle. Whether it’s optimizing tax efficiency, structuring business transitions, or designing estate plans, our process unites the right minds to deliver seamless, multi-dimensional solutions.


The Result: Advisors like you are empowered to present sophisticated, actionable plans that instill confidence, strengthen relationships, and deliver measurable results for your ultra-high-net-worth clients.

Working With Us

Answers to Your Most Important Questions

  • How do you collaborate with advisors and firms?

    We work alongside financial advisors, estate planners, and wealth management professionals to deliver tailored solutions for ultra-high-net-worth clients. Our approach is rooted in open communication and seamless integration. From strategy development to implementation, we ensure that every decision aligns with your client’s goals while preserving your role as the trusted advisor.

  • Why do you focus on ultra-high-net-worth clients?

    Our expertise lies in addressing the complex needs of ultra-high-net-worth individuals and families. These clients require sophisticated strategies for wealth preservation, legacy planning, and tax efficiency, which align with our specialized skill set and process-driven approach.

  • What makes your process different?

    Our process is built on the FLIGHT Path Framework, a proven system that simplifies complex challenges into actionable steps. By combining expertise, collaboration, and precision, we deliver results that protect and grow wealth across generations.

  • What types of companies or advisors do you work with?

    We partner with financial advisors, estate planners, tax specialists, and wealth managers who serve ultra-high-net-worth clients. These collaborations ensure that clients receive a holistic approach, combining our expertise with yours to deliver exceptional results.

  • How can partnering with you benefit my practice?

    By partnering with us, you gain access to advanced tools, proven strategies, and decades of expertise. This collaboration allows you to enhance the value you provide to clients, address complex planning needs, and strengthen your client relationships.

  • Will I remain the primary advisor to my clients?

    Absolutely. Our role is to support your practice by providing specialized expertise and resources. You remain the primary advisor and trusted contact for your clients, while we work behind the scenes to deliver advanced solutions.

  • How do you ensure seamless collaboration?

    We prioritize communication and coordination at every step. From initial discovery to implementation, we provide regular updates and involve all relevant stakeholders to ensure that strategies align with client objectives.

  • What resources do you offer for partners?

    Partners gain access to exclusive tools and resources, including:


    • Advanced planning frameworks like the FLIGHT Path.
    • Case studies and insights on ultra-high-net-worth client needs.
    • Ongoing support for addressing complex financial challenges.
  • Why should I trust you with my clients?

    With over 30 years of experience and a proven track record in ultra-high-net-worth financial planning, we understand the importance of protecting client relationships. Our collaborative approach ensures that your clients receive exceptional service while reinforcing your role as their trusted advisor.

  • How can I start a partnership with your firm?

    Getting started is simple. Reach out to us through our contact form or schedule a consultation to discuss your practice, your clients, and how we can collaborate to achieve exceptional results.

Ready to elevate your practice with our proven process?

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