Apollon Wealth Management, LLC

Apollon Wealth Management, LLC Elevating Wealth Management to a Higher Personal Standard

As a fee-based advisory service, our sole focus is assisting our clients, affluent individuals, families, and business owners, to achieve their financial goals.

Confidence in retirement isn't about predicting the market, it’s about preparing for what you can't predict.A well-built...
05/29/2026

Confidence in retirement isn't about predicting the market, it’s about preparing for what you can't predict.

A well-built financial plan accounts for:
✔ Inflation
✔ Healthcare costs
✔ Market cycles
✔ Longevity

True confidence comes from knowing your plan can adapt.

See how your plan performs across different real-world scenarios. https://apollonwealthmanagement.com/wealth-management/how/

Legacy planning begins with a bigger question:What do you want your wealth to make possible?For many families, the answe...
05/27/2026

Legacy planning begins with a bigger question:

What do you want your wealth to make possible?

For many families, the answer extends beyond assets. It includes values, priorities, opportunity, and impact across generations.

What do you want your wealth to accomplish beyond your lifetime?

Memorial Day is a time to pause, reflect, and remember.The freedoms and stability we often take for granted were made po...
05/25/2026

Memorial Day is a time to pause, reflect, and remember.

The freedoms and stability we often take for granted were made possible through sacrifice.

At Apollon, we believe in stewardship, responsibility, and thinking beyond the present. Today, those values carry deeper meaning.

We remember and honor those who came before us with gratitude and respect.

How does a retirement income strategy come together?It's more than decisions about what you'll withdraw and when. Suppor...
05/22/2026

How does a retirement income strategy come together?

It's more than decisions about what you'll withdraw and when. Supporting today's needs and tomorrow's priorities requires careful coordination across multiple areas — from taxes and investments to lifestyle preservation and planning your long-term goals

Explore how an integrated income plan can support your full picture.

https://apollonwealthmanagement.com/contact/

Chief Investment Officer Eric Sterner made his Claman Countdown debut on Fox Business, weighing in on whether the AI inv...
05/21/2026

Chief Investment Officer Eric Sterner made his Claman Countdown debut on Fox Business, weighing in on whether the AI investment boom echoes the dot-com bubble. His take: the earnings strength behind today's leading companies makes for a very different environment than the late 1990s. He also cautioned that with the war in the Middle East still unresolved, investors should dial back risk and focus on quality, profitable companies.



https://www.foxbusiness.com/video/6396076347112

What factors shape your overall financial risk profile?Risk goes beyond weathering the markets. Income stability, liquid...
05/21/2026

What factors shape your overall financial risk profile?

Risk goes beyond weathering the markets. Income stability, liquidity, taxes, protection strategies, and life changes can all affect your financial picture.

A thoughtful plan helps connect those pieces so you can move forward with more confidence. Review these 7 factors to find out what you might be missing.

The market is hitting record highs. So why does everything feel so uncertain?It's not a contradiction - it's the reality...
05/20/2026

The market is hitting record highs. So why does everything feel so uncertain?

It's not a contradiction - it's the reality of where we are.

Apollon Wealth CIO Eric Sterner just released his latest market commentary, and he addresses this head-on. A K-shaped economy. Inflation ticking back up. The best corporate earnings quarter since 2021. And a labor market that's quietly picking up steam.

Eric remains bullish — but he's watching rising yields and Middle East developments closely.

If you're in or near retirement, this is the context that helps cut through the noise.

📖 Read the full commentary: https://apollonwealthmanagement.com/market-commentary-consumer-sentiment-near-historic-lows-yet-stock-market-setting-multiple-record-highs/

Planning is foundational, but progress can't happen unless your plan supports action.The right guidance can help you mov...
05/20/2026

Planning is foundational, but progress can't happen unless your plan supports action.

The right guidance can help you move forward with more clarity, especially when a decision feels complex or uncertain.

What decision have you been putting off because you're not fully confident yet?

A good year in the market can create new planning opportunities.As portfolios grow, tax decisions start carrying more we...
05/19/2026

A good year in the market can create new planning opportunities.

As portfolios grow, tax decisions start carrying more weight. Timing, asset location, and coordination across accounts can have a meaningful impact on long-term results.

The strongest financial plans usually connect investment decisions with tax strategy early, not after the fact.

Justin Coffin, of our Apollon New England office contributed to this InvestmentNews piece. Read here: https://www.investmentnews.com/practice-management/choosing-an-executor/266387

Your investment process should provide structure, not react to every market move.A thoughtful portfolio starts with unde...
05/18/2026

Your investment process should provide structure, not react to every market move.

A thoughtful portfolio starts with understanding your time horizon, cash flow needs, risk tolerance, and long-term goals.

Investment strategy should support your broader plan, not react to every market movement.

Work with us to align your portfolio strategy with your broader, more structured plan.

Address

111 Coleman Boulevard, Suite 402
Mt. Pleasant, CA
29464

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18432782116

Website

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