Newton, PA Office

Team
Updated today

Client AUM

$11,153,233,680

Clients

8,310

Advisors

2

Of 140 advisors across 67 offices

Location

4 Caufield Place

Newton PA 18940

Advisors at this office

2

Advisors at this office

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Richard S

Series 63, Series 65

Newton, PA

Apollon Wealth Management, LLC

Richard Simkus is a financial advisor at Apollon Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments, Frontier Solutions, LLC, Prism Advisory Group, LLC, and Thomas Mcdonald Partners LLC. He has also served as managing member of Prism Advisory Group LLC and investment manager for Prism Jade Fund LP. Apollon Wealth Management serves a broad client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a platform model that combines centralized strategy oversight and local portfolio management, utilizing quantitative and qualitative investment approaches alongside tax-aware tools and alternative investment options.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Robert S

ChFC®, Series 63, Series 66

Newton, PA

Apollon Wealth Management, LLC

Robert Savino is a financial advisor at Apollon Wealth Management, LLC with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, Frontier Solutions, LLC, Prism Advisory Group, LLC, and Thomas Mcdonald Partners LLC. He is also the managing member of Prism Advisory Group, LLC. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach combines centrally managed strategies with local portfolio oversight, employing quantitative and qualitative methods alongside tax-aware tools and independent sub-managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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