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Creating Confidence
through Financial Independence

What's in a Name?

Here at Aprisent Financial Group™, the word 'apprise' relates to our commitment to keeping our clients informed and involved throughout their financial journey. To apprise means more than just providing updates; it's about ensuring that our clients have a comprehensive understanding of their financial landscape. We go beyond numbers and charts, striving to educate and enlighten our clients about every aspect of their financial plan. At Aprisent, we see 'apprise' as a pledge to continuously communicate, educate, and guide our clients, empowering them to make informed decisions and pursue their financial aspirations with confidence.

Your Roadmap

Our Focus 

Aprisent Financial Group™ is an independent, boutique-sized, fee-based wealth management firm.  The group's clientele includes individuals, families and businesses that have accumulated assets significant enough to benefit from comprehensive financial planning and the use of sophisticated management tools.  We view our clients as partners.  We are committed to helping our clients accomplish their unique financial goals and objectives.  After developing a thorough understanding of their risk tolerance and short- and long-term goals, we work together with clients to create a customized investment portfolio designed specifically for them.

Investing Strategy for<br/> a Brighter Future

Investing Strategy for
a Brighter Future

Aprisent Financial Group™ is your experienced fiduciary partner in independent, comprehensive wealth management. Our mission is to collaborate with clients like you to create, nurture, diversify, and safeguard your wealth. We provide fee-based investment management and financial planning services for individuals, families, and small businesses across the Vail Valley and nationwide.

For years, Aprisent Financial Group™ has been dedicated to building enduring, valued-based relationships with our clients, anchored in integrity and unwavering commitment. We eagerly anticipate the opportunity to assist you in pursuing your financial plans, goals, and aspirations.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Helping You Navigate the Complex World of Finance

We help you navigate finance's complexities with tailored strategy and expertise, ensuring confident decision-making aligned with your goals.

Get to Know Us

Resource Library

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

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To Buy or Not to Buy

To Buy or Not to Buy

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Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

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Get in touch with us. We’re here to help and look forward to hearing from you.

Thank you!