Apogee Wealth Advisors

Helping clients build wealth through financial planning that reflects what matters most to them.

Investing in What You Believe In

The road to financial planning success is different for every individual.

It may be long or short; earned or inherited. We have the knowledge, experience, and confidence to provide guidance to meet your unique needs.

We believe that when you have control over your financial life, you can focus fully on doing meaningful things with the people most important to you.

You’re Never Just a Portfolio

That’s the difference we bring to every relationship. We take the time to understand what actually matters to you — your family, your goals, the causes you care about — before we ever talk about a single number. Whether you’re planning for retirement, navigating a life transition, or just getting started, our approach centers on you as a whole person, not a line item. Every plan we build reflects that. Sustainable investing isn’t about sacrifice. It’s about building wealth in a way that reflects who you are.

Meet Kerri

Kerri Kimball

CFP®, Chartered SRI Counselor™
Kerri leads with warmth and experience, helping clients align their wealth with the people and causes that matter most to them

Don Kimball

Technology Consultant
Don brings decades of technology expertise to the team, with a passion for building systems that simplify life instead of complicating it

Erica Webb

Operations Manager
Erica provides client-first, white-glove support; handling service requests, login help, & keeps everything running smoothly

The Apogee WA Team

We offer financial planning, investment management, and ongoing client support. Our role is to help you build a plan that fits your goals, your values, and your budget, whether you’re just getting started, navigating a major life transition, or planning for the legacy you want to leave behind. With a commitment to clarity over complexity, we’re here to help you feel confident about what comes next. Sustainable investing isn’t about sacrifice. It’s about building wealth in a way that reflects who you are.

Meet the Team

What We Do

We make a difference by focusing on advice, not products, and by catering to the unique needs of every client. From retirement planning to sustainable investing, we build strategies around what matters most to you.

Resources

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Client Portal

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Areas We Focus On

Retirement Planning

Funding the retirement you actually want, without losing sight of what matters most along the way

Legacy Planning

Helping preserve what you’ve built and passing it on with intention, on your terms

Sustainable Investing

Helping you align your portfolio with the causes and values that matter most to you while pursuing your financial goals

Risk Management

Helping to protect what you’ve worked for, so a single setback never derails your plan

Accumulation

Growing your wealth thoughtfully, while minimizing the tax burden along the way

Financial Planning

A clear, honest bridge from where you are now to where you want to be

Apogee Wealth Advisors

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of Apogee Wealth Advisors and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through Kimball, Kerri Lynn dba Apogee Wealth Advisors, an Investment Advisor in the State of California and Texas. Being registered as an investment adviser does not imply a certain level of skill or training.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

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Environmental, social, and governance (ESG) criteria is based on a set of nonfinancial principles in addition to financial principles used to evaluate potential investments. The incorporation of nonfinancial principles can factor heavily into the security selection process, and may limit the investment options available. Past performance is no guarantee of future results or potential returns.

Holistic Financial Planning. Peak Performance.