Apella Wealth
@apellacapital.com
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.
Apella Wealth's Company Logos
Apella Wealth's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#58595B
Abbey
88, 89, 91
220, 2, 35
3, 2, 0, 64
#EAD1A9
Pancho
234, 209, 169
37, 61, 79
0, 11, 28, 8
#000000
Black
0, 0, 0
0, 0, 0
0, 0, 0, 100
About Apella Wealth
Apella Wealth is a national, employee-owned Advisory Firm that manages over $2. 7 billion in assets. With headquarters in Glastonbury, CT, and fourteen offices across the country, Apella serves thousands of investors, families, businesses, and institutions.
Apella was founded in 2014 by two financial advisors, Patrick Sweeny and David Connelly, who were determined to provide a better way of helping investors achieve their long-term goals. The firm operates based on four guiding principles. First, they prioritize their clients' interests above all else as fiduciaries.
Second, they recognize the individuality of investors and provide personalized attention. Third, their experienced financial professionals are committed to preserving and growing clients' wealth. Lastly, Apella is dedicated to following through on their promises.
With a leadership team that boasts extensive industry experience, including Patrick A. Sweeny as CEO and Co-Founder, and David E. Connelly Jr.
Apella's team is passionate about making a difference in their clients' lives, offering comprehensive financial planning services and support in areas such as retirement plans, investing, education, and more. They utilize cutting-edge tools and technology, backed by a team of specialists, to help clients anticipate and overcome the biggest financial challenges in life. Apella believes in providing timely education, exceptional service, and personalized support to guide their clients towards their preferred financial future
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Finance
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