Apex Wealth Management Group is a distinguished independent financial advisory firm committed to delivering comprehensive, client-centered wealth management solutions. Headquartered in Santa Ana, California, with additional offices in San Francisco, the firm serves clients across the United States, including Central and East Coast regions. Under the leadership of CERTIFIED FINANCIAL PLANNER™ professional Juan Carlos Rosario, Apex Wealth Management Group adheres to a fiduciary standard, ensuring that clients’ best interests are always the top priority.​