Apple Tree Wealth Management Overview

General Information

Apple Tree Wealth Management is a multi-family office headquartered in Bethlehem. Founded in 2012, the firm channels the entrepreneurial finance background of its founder into comprehensive services, delivering generational planning, holistic investment oversight, income-tax coordination, and estate strategies under a transparent flat-fee model for high-net-worth families across the Lehigh Valley and Mid-Atlantic region seeking long-term stewardship of complex wealth.