Apex Wealth Partners
Our Process
Our approach is simple. We take action.
We are a family office that manages the complexity of our clients lives. Through in-depth meetings, we dive deep into understanding your finances, enabling us to craft a personalized action plan tailored to your unique needs and goals.
Embracing a proactive approach, we help ensure that your plan remains adaptable, evolving alongside your changing needs. Supported by our dedicated team and strategic alliances, we comprehensively cover all aspects of your financial life.
George Siderias
Managing Partner
George Siderias began his career in 2004 with Certified Financial Services (CFS) as a Field Representative. With an impressive array of achievements, George took his expertise and commitment to a new level by founding APEX Wealth Partners.
At Apex Wealth Partners, George has cultivated a family office environment that goes above and beyond traditional financial services. With a holistic approach, Apex Wealth Partners covers all aspects of its clients’ lives, providing comprehensive protection and support.
CA Life Insurance #0K93540
This venture reflects his unwavering commitment to serving his clients and making a positive difference in their lives.
Beyond his professional achievements, George wholeheartedly embraces an active lifestyle, prioritizing physical fitness and well-being. Notably, he actively engages in community initiatives, while also channeling his passion as an avid marathon runner dedicated to supporting the American Cancer Society.
Mark Mikhail
Financial Representative
Mark Mikhail is a driven financial professional with a mission to help empower his clients to achieve financial confidence. Hailing from Hackensack, NJ, Mark graduated from Ramapo College of New Jersey with a major in Economics and Finance.
Mark's journey led him to become an integral part of the Apex Wealth Partners team, where he is committed to providing comprehensive financial strategies to business owners and young professionals. His background as a Portfolio Strategist and Analyst gives him a unique perspective when crafting tailored strategies for his clients' financial goals.
With licenses in Life, Accident, and Health insurance, Mark is well-equipped to guide his clients through various financial challenges. He approaches each day with gratitude and determination, striving to be his best self and make a meaningful impact on his clients' lives.
As a valued member of the Apex Wealth Partners team, Mark collaborates with a group of dedicated professionals who share the same vision of delivering exceptional financial services and fostering lasting relationships with their clients.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Apex Wealth Partners LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 4269581.
