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Client Login Phone Number: 925.516.2739

Trustworthy Advice • Exceptional Service

Independent advisors, David Roche & Eric Soiland CFP®, CIMA®, are passionately committed to helping individuals & their families plan for the future through a culture of trustworthy advice and exceptional service. Accordingly, your needs, and those of your family, are met by working directly with David and Eric, the Principals of our team. We are here to serve you with scheduled calls, news, emails and in-person meetings.

We are:

  • An independent, client-centric wealth management practice conveniently located in Brentwood, CA.
  • Focused on individual & family investors who demand excellence in their investment activities.
  • Experienced advisors who specialize in helping to grow, preserve and distribute investment assets prudently.
  • Dedicated to our approach of helping clients define their long-term investment objectives and build personalized investment portfolios designed to achieve them.
  • Fiercely proud of our role as independent advisors and look forward to introducing you to the benefits of strategic investment planning and comprehensive wealth management.
Individuals & Families Click to learn more Pre-retirees and Retirees Click to learn more Widows Click to learn more

Remember, your life path is a series of transitions

let APEX be your guide. We can help get you to your destination. Give us a call today at
(925) 516-2739

I. Faith in the future.

II. Patience in the process.

III. Discipline to stick with an investment program.

Trustworthy Advice • Exceptional Service

Independent advisors, David Roche & Eric Soiland CFP®, CIMA®, are passionately committed to helping individuals & their families plan for the future through a culture of trustworthy advice and exceptional service. Accordingly, your needs, and those of your family, are met by working directly with David and Eric, the Principals of our team. We are here to serve you with scheduled calls, news, emails and in-person meetings.

We are:

  • An independent, client-centric wealth management practice conveniently located in Brentwood, CA.
  • Focused on individual & family investors who demand excellence in their investment activities.
  • Experienced advisors who specialize in helping to grow, preserve and distribute investment assets prudently.
  • Dedicated to our approach of helping clients define their long-term investment objectives and build personalized investment portfolios designed to achieve them.
  • Fiercely proud of our role as independent advisors and look forward to introducing you to the benefits of strategic investment planning and comprehensive wealth management.
Individuals & Families Click to learn more Pre-retirees and Retirees Click to learn more Widows Click to learn more

Remember, your life path is a series of transitions

let APEX be your guide. We can help get you to your destination. Give us a call today at
(925) 516-2739

I. Faith in the future.

II. Patience in the process.

III. Discipline to stick with an investment program.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, DE, FL, GA, HI, ID, IN, MA, MO, MT, NE, NV, NY, OH, OR, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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