We believe that the ultimate success is "doing well by doing good." This is something we believe in personally and professionally. As a family, we've made a commitment to tithe to Christian charities, to volunteer as coaches to the local youth, to adopt a family in need at Christmas time, and to financially support other worthwhile charitable causes.

As a business, APT Asset Management, LLC, has made a similar commitment. When you engage us to complete a financial plan, we'll donate 50% of any consulting fee we derive to the charity of your choice—in your name. We'd love to hear the stories surrounding the causes that are important to our clients. So please share!