Aptus Wealth Management

Aptus Wealth Management is a fiduciary financial advisory firm based in Lewis Center, Ohio, that provides investment management and strategic wealth planning, primarily for individuals in or nearing retirement. The firm was founded in 2003 by Josh Pick, who serves as the President and has over two decades of experience in the financial services industry. Pick holds a B.B.A. in Finance from Ohio University and the Retirement Income Certified Professional (RICP) designation. He is an active public speaker on financial topics and hosts a weekly radio show.

The company operates on a fee-only basis, emphasizing unbiased strategies and asset preservation. Its core service revolves around the "Aptus Blueprint," a proprietary planning process that involves discovery, analysis, blueprint creation, and implementation to align a client's assets with their long-term goals. Aptus constructs client portfolios using a mix of beta (traditional), tactical (actively traded), and non-correlated (liquid alternatives) strategies to manage volatility and risk. The firm serves as a 'Risk Management First' asset manager and notes a minimum of $500,000 in portable assets for new clients. As a registered investment advisor, it reported $52,443,225 in total assets under management.

Keywords: wealth management, retirement planning, investment management, financial advisory, asset preservation, fee-only financial planning, strategic wealth planning, risk management, retirement income, portfolio management, financial planning services, asset allocation, tax-efficient strategies, fiduciary advisor, liquid alternatives, high-net-worth individuals, investment strategies, financial education, estate planning, investment advice