top of page

Apex Securities & Asset Management, LLC

8660 Brentwood Boulevard, Suite G
Brentwood, CA 94513

Phone:

(925) 516-APEX (2739)

Fax:

(925) 516-2775

E-mail:

INDIVIDUALS & FAMILIES

Most of our clients are individuals and families who work hard to save money for their retirement and other future needs.

Learn More

PRE-RETIREES & RETIREES

Our retired and pre-retired clients are typically married homeowners who have accumulated assets in their retirement accounts.

Learn More

WIDOWS

Our widowed clients are intelligent, capable and caring women who have lost their husbands and have had to assume all the financial decision-making responsibilities for their household.

Learn More

Apex Securities is Dedicated to Offering Exceptional Financial Services

Independent advisor, David Roche is passionately committed to helping individuals & their families plan for the future through a culture of customized advice and exceptional service. Apex is here to serve you with scheduled calls, news, emails and in-person meetings.

Apex is:

  • An independent, client-centric wealth management practice conveniently located in Brentwood, CA.
     
  • Focused on individual & family investors who demand excellence in their investment activities.
     
  • An Experienced advisor who specializes in helping to invest, preserve and distribute investment assets prudently.
     
  • Dedicated to our approach of helping clients define their long-term investment objectives and build personalized investment portfolios designed to pursue them.
     
  • Fiercely proud of our role as an independent advisor and we look forward to introducing you to the benefits of strategic investment planning and comprehensive wealth management.

Remember, your life is a series of transitions

let APEX guide you to your destination.
Give us a call today at 925-516-2739.

I. Faith in the future.

II. Patience in the process

III. Discipline to stick with an investment program.

bottom of page