# Apella Wealth

- **Website:** <https://apellacapital.com>
- **Primary alias:** `apellacapital.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Investing _(under Finance)_
- 📊 Business and Consumer Services
- 💰 Banking Credit and Lending _(under Finance)_
- 💰 Insurance _(under Finance)_

## Links

- [youtube](https://youtube.com/channel/UClpeN-c1Gg38oUIT_URBy4w)
- [facebook](https://facebook.com/Apella-Capital-576074482515345)
- [linkedin](https://linkedin.com/company/apella-capital)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idLQgHuXJK/w/600/h/200/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1778516619849)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idLQgHuXJK/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1778516619963)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Abbey | #58595b | accent |
| Black | #000000 | dark |
| Pancho | #ead1a9 | light |

## Fonts

- PT Serif — asset _(google)_
- Georgia — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idLQgHuXJK/w/1128/h/191/idslNytI1m.jpeg?c=1bxid64Mup7aczewSAYMX&t=1778516620139)

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_Source: <https://brandfetch.com/apellacapital.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._