Apprise Wealth Management is an independent Registered Investment Advisor based near Baltimore, Maryland, specializing in guiding women through significant life transitions such as divorce, loss of a loved one, career changes, and empty nest syndrome. Led by founder Phil Weiss, CFA, CPA, RLP®, the firm is committed to empowering clients by providing comprehensive financial planning, investment management, and life planning services.

Their mission is to enhance clients’ financial well-being and understanding, offering personalized guidance built on trust and transparency. Apprise Wealth Management serves clients both locally and virtually across the country.