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Designed and developed by Step One Creative
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AIM has taken the approach of becoming a client’s “financial quarterback” to assist in all facets of financial planning and asset management. This “total wealth management experience” ensures a holistic review of a client’s entire financial situation
while also promoting consistency in the application of relevant wealth management strategies and solutions.
When necessary, AIM will prepare a personalized financial plan to provide a road map toward achieving a successful retirement and adequate protection of investment assets. While the comprehensive plan focuses mostly on increasing spendable income, minimizing the impact of taxes and increasing long term net worth, it also produces an asset allocation that will assist in reducing unnecessary investment and financial risk.
We'll Help You Achieve
Financial Freedom with
Three Primary Initiatives
Provide superior asset management & comprehensive
wealth management to a limited number of clients.
Deliver unparalleled client service.
Provide clients with easy access and unlimited
availability to Apogee’s principals
OUR SIMPLE, BUT FOCUSED APPROACH
GUIDED BY THESE IMPORTANT PRINCIPLES:
FIRST-CLASS CLIENT SERVICE
INDEPENDENTLY OWNED + OPERATED
UNIQUE APPROACH TO COMPANY GROWTH FOCUSES ON THE CLIENT, NOT THE BOTTOM LINE
The logo is also unique and deliberate in its color and style. The color blue is associated with loyalty and faith, freedom, strength and new beginnings—feelings we want clients to experience when working with AIM. Blue also portrays intelligence, self-reliance and taking on a great deal of responsibility—personality traits clients will observe from Apogee associates when caring for their wealth. The color gold is the color of success, achievement and triumph and is also associated with prosperity, luxury, prestige, elegance and quality—all things we want clients to experience when working with AIM. The shape and style of the logo (symbol) is also important as the gold “swoosh” represents AIM moving in the opposite direction from the rest of the financial industry—AIM with its client centric philosophy and fiduciary responsibility to clients while brokers, large banking institutions and other advisors demonstrate strict allegiance to their firm and their focus on increased profitability. Lastly, the (gold) star in the logo represents the client--and how we want them to feel while being served at AIM. Our four different logos are shown below after our meaningful acronym.
OUR NAME + LOGO
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