Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Irene Apgar, CIMA

Director

Financial Advisor

Irene enjoys working with people and is intrigued by the various routes life has taken them. She takes great pride in helping people achieve their version of what they define as financial success. A true organizer, Irene always wants to have a plan in place. That is why financial planning is a cornerstone of her practice. By listening to a client's wants, needs and wishes together we can determine a plan to achieve those goals. Irene has spent a majority of her career at UBS Financial Services, formerly PaineWebber in the Washington, DC metro area as part of the firm's Wealth Management

Registered States:
  • CA
  • DC
  • DE
  • FL
  • GA
  • MO
  • NC
  • NJ
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103
  • (336) 726-8680

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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