Catherine Straub, CFP^®

APCM Wealth Management for Individuals is a fee-based Registered Investment Advisory Firm. We are dedicated to our clients' financial well-being.

As a Certified Financial Planner™ practitioner, you will benefit from our commitment to give your wealth purpose and empower you on the path to a financially secure future. We provide 360 degree advice that considers your needs, life goals and looks beyond what you have to invest. Our fee only, client first approach ensures the highest level of objectivity.Clients begin their planning with our Discovery Process, gathering information about your specific objectives. We use interactive software to review alternative planning scenarios with you. We work with you to provide a reasonable savings and investment strategy to improve the probability of meeting your goals. Planning often culminates in designing cash flow strategies to fund your specific goals.

We provide specific financial planning services at a set fee agreed upon with the client before services commence. We do not receive any indirect sources of compensation. With our planning process, we guide you through the bewildering maze of data and information and how it relates to your short and long-term financial and life goals.

Our investment management services are based on a percentage of assets under management, and all services are inclusive under the fee arrangement. Investment Management clients benefit from the methodology and purchasing power of $3 billion in assets under management. We embrace our responsibility as a fiduciary and accept no soft-dollar or outside fee arrangements. This level of independence provides you with conflict-free portfolio management.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Tangible Assets, Sudden Wealth, Nontraditional Households, Women's Finances