This month's employee spotlight features Brianna Queen. Brianna joined Apollon in October and moved to the Planning Team in June. She graduated with a BBA in Financial Management in 2022 and enjoys traveling, trying new restaurants, baking, playing pickleball, and spending time with loved ones. #employeespotlight #planning #apollon
Apollon Wealth Management, LLC
Financial Services
Mount Pleasant, South Carolina 1,866 followers
Elevating wealth management to a higher personal standard
About us
Apollon Wealth Management was established, first and foremost, to benefit our clients. As a fee-based firm without any allegiance to a specific investment, product, or insurance company, we share a cohesive, collaborative vision to keep your interests above all else. Here, you are treated as a client of our entire firm -- not of just a single advisor. This means you have unfiltered access to the expertise and key strengths of all partners, advisors, and support staff throughout your journey with us. Our solid team foundation is what enables us to succeed, as well as to recruit and develop the next generation of financial leaders. Serving as a testament to our collaborative approach, we have built many enduring client relationships spanning decades and multiple generations.
- Website
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www.apollonwealthmanagement.com
External link for Apollon Wealth Management, LLC
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Mount Pleasant, South Carolina
- Type
- Partnership
- Founded
- 2018
- Specialties
- Risk Management Planning, Retirement Income Planning, Education Planning, Investment Planning, Tax Strategy Review, Estate Planning, Budget Stress Testing, Business Planning, Finance, Insurance, Alternative Investments, Employee Benefits, Charity and Philanthropy, and Risk Management
Locations
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Primary
111 Coleman Blvd
Suite 402
Mount Pleasant, South Carolina 29464, US
Employees at Apollon Wealth Management, LLC
Updates
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We’re excited to share that Apollon Wealth Management has been ranked #70 on Barron's 2024 Top 100 RIA Firms. This recognition reflects our dedication to delivering personalized financial solutions tailored to each client’s unique needs. Thank you to our incredible team and clients for making this achievement possible! https://loom.ly/2jKej2U
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The Apollon Team had an amazing time last week volunteering at the Lowcountry Orphan Relief center. We helped assemble care kits filled with essential clothing and supplies for children facing abuse, neglect, and abandonment. LOR packed over 6,000 care kits last year, reaching more than 27,000 children through their Just in Case Closets. #volunteering #apollon
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Chief Investment Officer Eric Sterner, CFA, CAIA, CIPM, FRM joined Elena Casas-Montanez on Reuters TV ahead of this week’s Fed decision, noting, “I don't think the Fed wants to repeat the mistakes of the 70s by moving too early.” He expects a 25 bps cut, with the labor market moderating rather than collapsing. #investoroutlook #FederalReserve #FOMCdecision #ratecuts #labormarket https://loom.ly/gN8Xh8Q
Market Insight: Fed 'treading a fine line' but soft landing remains base case - Apollon Wealth Management
https://apollonwealthmanagement.com
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Markets have priced in a first rate cut in September, shifting the question of “when?” to “how much?”. Read more in our latest Market Review. #ratecut #marketrecap #fed https://loom.ly/FbgQkbw
Market Review - Shifting Sentiment at Summer Summit - Apollon Wealth Management
https://apollonwealthmanagement.com
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Is your child about to start college? Make sure they’re prepared with the four essential tools we highlight in our latest article. Click the link below to learn more. #estateplanning #collegechecklist #parents https://loom.ly/VB6Mkgc
Don’t Send Your Child Off to College Without These Four Tools - Apollon Wealth Management
https://apollonwealthmanagement.com
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This month's employee spotlight features Trisha Tucker! Trisha is an Administrative Associate with the McCarthy Braintree group. She's a mom of three adult children, with her youngest heading to Stonehill in the fall. Trisha enjoys traveling, especially cruising, and spending time with family and friends. In her free time, she loves reading, relaxing at the beach, and playing old video games like Galaga.
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"There are a lot of people who are very frustrated and fed up with the higher cost of living and inflation and looking for someone to blame," said CIO Eric Sterner, CFA, CAIA, CIPM, FRM while discussing policy proposals from the US election candidates on Fox News Media with Andrew Craft. He also touched on the importance of immigration policies, highlighting how reducing immigration could have unintended effects on both labor markets and inflation. #2024Election #inflation #labormarket #immigration https://lnkd.in/gZN9YXFR
Kamala Harris outlines economic policies in campaign speech - Apollon Wealth Management
https://apollonwealthmanagement.com
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Wealth Management Advisor Kassi A. Hyde, ChFC recently shared her insights with Kyle Woodley at BarChart about managing financial stress. Kassi advises clients to focus on the bigger picture rather than getting caught up in daily market fluctuations, saying, "I tell my clients to stop watching the market on TV. If you watch day-to-day, you're missing the forest through the trees." #WealthManagement #FinancialAdvice #Investing #StressManagement https://loom.ly/qIFpkvA
The Experts' Guide to Dealing With Financial Stress - Apollon Wealth Management
https://apollonwealthmanagement.com