Citrin Cooperman
Client Portal Login
Connect With Us:  
text size text decrease text increase

Jun 07, 2016

Citrin Cooperman Wealth Management, LP® and Capstone Wealth Management, LLC® are pleased to announce the formation of Apexium Financial LP®

Citrin Cooperman Wealth Management, LP® and Capstone Wealth Management, LLC® are pleased to announce the formation of Apexium Financial LP® (“Apexium”)

New York (June 7, 2016) – Citrin Cooperman Wealth Management, LP® (CCWM) and Capstone Wealth Management, LLC® (Capstone) have joined forces to create a new independent Registered Investment Advisory firm, Apexium Financial LP® (Apexium).  Capstone was an independently owned and operated wealth management firm located in Manhattan, New York. CCWM has offices in Manhattan, NY; White Plains, NY; Norwalk, CT; Livingston, NJ; Philadelphia, PA; and Bethesda, MD. The combined firm, operating as Apexium, manages over $550,000,000 in client assets. Apexium will offer private wealth management, investment advisory services, and estate, business, and personal financial planning. Insurance products and solutions will be offered through an affiliated entity, Apexium Insurance LP.  Apexium will serve clients, including individuals, families, trustees, businesses, and charities, throughout the United States and abroadApexium’s primary offices are located in Manhattan, NY; White Plains, NY; and Philadelphia, PA.

“I have the utmost respect and admiration for how Rob Brown, Cory Chmelka, and Matthew Marcello built Capstone from scratch.  Like CCWM, they put their clients first and emphasize service.  We are also excited to employ their cutting edge use of technology” said David Bruckman, Managing Partner of CCWM.

The joining of Capstone and CCWM allows Apexium Financial to offer a broader suite of wealth management services and thus better serve its clients.  The executive management team of Apexium expects the breadth of human capital and industry expertise of Apexium’s partners and employees to enhance the client experience and enable them to accomplish their financial and life’s goals. 

“The combined entity gives our clients access to one of the preeminent tax advisory firms in the country, with expertise in both domestic and international tax, as well as an experienced team specializing in family office services,” said Rob Brown, Founder of Capstone Wealth Management.  “We are confident that the partnership will create a much more dynamic and comprehensive wealth management platform and will be a tremendous benefit for our clients.”

The management team consists of partners David Bruckman, Rob Brown, Cory Chmelka, Matthew Marcello, Alan Mandeloff, and David Pilaitis.  The combined organization will include 11 employees with 7 investment professionals among the 3 main offices, and a total of over 300 client relationships.  Prior to the launch, Citrin Cooperman Wealth Management was ranked 72nd on Financial Planning’s list of Top Independent RIA’s in the country.  Capstone Wealth Management was named one of the Best 10 Wealth Managers, Advisors, & RIAs in New York by AdvisoryHQ.

For additional information about Apexium Financial visit www.apexiumfin.com

Apexium and CCWM, which remains an ongoing concern, are affilated with the accounting firm of Citrin Cooperman.