Aptus Wealth Management
639 Carle Avenue,
We are dedicated to providing investment management and strategic wealth planning to those in or nearing retirement. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. With preservation of assets at the forefront of our methodology, we not only look to grow your assets, but retain what you have worked so hard for.
Josh Pick has spent nearly two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 7, 63, and Life & Health licenses, and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations. A well-known speaker and an active member of the Millon Dollar Round Table's highest honor: Top of the Table, Josh frequently hosts public educational workshops in the community on a variety of financial and retirement topics. Josh is also frequently requested to speak nationally to groups of financial professionals and various universities in the areas of retirement planning, social security, and tax efficient income distribution. Josh is a proud graduate of the Ohio University with a degree in Finance. Josh lives in Lewis Center, Ohio with his wife Kylene and three sons.