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Apple Tree Wealth Management Overview

Type
Multi Family Office
Year Founded

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.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
1806 Apple Tree Lane, Bethlehem, PA 18015

Portfolio & Notable Allocations

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