APPLE TREE WEALTH MANAGEMENT

Apple Tree Wealth Management is a multi-family office based in Bethlehem, Pennsylvania. We provide clients with a team-based service model in which all aspects of a family's wealth are managed, serviced, and maintained by a team of people out of a single location... We have been and continue to provide family-office services to families in the Lehigh Valley and surrounding areas since 2012... Unlike traditional investment and wealth managers who oversee only one piece of the puzzle, we maintain and have access to our client's entire wealth portfolio at all times. This approach allows us to work collaboratively and make more educated and informed decisions on behalf of the families we serve.

Primary location: Bethlehem United States