Practical Education. Actionable Strategies. Lasting Confidence.
At Apogee Wealth Academy, we believe financial literacy isn’t just knowledge—it’s power. Our expert-led courses, interactive workshops, and real-world guides give you the tools to navigate everything from investing and retirement to managing risk and taxes. Whether you’re just getting started or refining your financial strategy, we’re here to help you make informed, confident decisions.
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Why Apogee?
We’re on a mission to help individuals and families achieve financial freedom through practical, real-world education. Our courses go beyond theory, offering step-by-step guidance to help you budget smarter, invest wisely, and build a secure financial future. No jargon, no sales pitches—just the knowledge you need to make the best financial decisions for your life.
Practical Learning
Real-world education you can apply today.
Easy to Understand
Financial concepts made simple and clear.
Empowering Knowledge
Tools and insights to take control of your future.
Upcoming Events
Winning at Retirement
- Maximize your retirement savings
- Avoid common tax pitfalls
- Create a sustainable retirement income plan
- Create a sustainable retirement income plan
Managing Risk & Taxes in Retirement
- Reduce your lifetime tax burden
- Optimize Social Security & minimize taxation
- Protect your wealth from market downturns
Get Started with Free Financial Guides
How to Create a Budget: The Apogee Way
Take control of your finances with a no-nonsense, structured budgeting approach that helps you build financial stability and confidence.
How to Improve Your Credit Score
Learn the key factors affecting your credit score and actionable strategies to boost it for better financial opportunities.
How to Invest in the Stock Market: The Apogee Way
Discover the fundamentals of stock market investing, risk management, and diversification to grow your wealth with confidence.
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How to Make Smart Financial Decisions
How to Navigate Taxes: The Apogee Way
How to Protect Yourself from Fraud: The Apogee Way
How to Read a Credit Report: The Apogee Way
How to Save for Retirement: The Apogee Way
How to Understand and Manage Debt: The Apogee Way
The Apogee Guide to Building Your Emergency Fund
How to Talk to Your Kids About Wealth Without Spoiling Their Drive
Having wealth brings unique joys and challenges, especially when you’re a high-net-worth family.
Advanced Financial and Legal Strategies for High-Net-Worth Families to Build Legacy and Reduce Taxes
Crafting a legacy isn’t just about amassing wealth—it’s about making it work smarter, not harder.
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Understanding Social Security Spousal Benefits: What You Need to Know
Social Security spousal benefits are essential to retirement planning for married couples.
Top Investment Rists to Portfolio Performance (And How Tactical Asset Allocation Can Save the Day)
When you’re nearing or already in retirement, your investment portfolio becomes your lifeline—one
you’ll rely on for decades.
Understanding Wealth Management: Key Concepts and Strategies
Welcome to the world of wealth management, where numbers dance, portfolios prance, and your financial future takes center stage! Whether you’re a widow navigating the seas of newfound independence or an engineer who’s spent a lifetime calculating the perfect bridge, understanding wealth management is crucial for securing your financial future.
Top 5 Financial Mistakes Retirees Make—and How to Avoid Them
Retirement. You’ve been dreaming about it for decades. No more early alarms, no more Monday
morning commutes, and finally, more time for yourself.
Investment Solutions Tailored for You
Many individuals find themselves staring at the same old retail funds that everyone seems to recommend, wondering if there’s something more exciting, more personalized, and, dare we say, more them.
Supporting Survivors: Our Partnership with First Step
At Apogee Wealth Management, we believe financial security is about more than investments—it’s about giving individuals the tools to build a stable future. That’s why we’ve partnered with First Step, an organization supporting survivors of domestic violence with resources, advocacy, and a path forward.
Together, we’re helping survivors regain independence through financial education and planning. By addressing financial control as a barrier, we aim to empower individuals with the knowledge and support needed to rebuild and thrive.
Partnering with New Hope Center for Grief Support
Bringing Financial Confidence to Families in Transition
At Apogee Wealth Academy, we recognize that financial planning takes on a new level of importance for families navigating loss. Through our partnership with the New Hope Center for Grief Support, we provide educational resources and personalized guidance to help individuals regain stability and confidence in their financial future.
We are always seeking to collaborate with organizations making a difference in their communities. If you or your organization would like to explore partnership opportunities, we’d love to connect.
Meet Our Educators
Ed Harris, AWMA
Ed Harris, dedicated Financial Advisor and proud owner of Apogee Wealth Management. Ed’s mission goes beyond financial transactions; it’s about honoring the trust his clients place in him at the highest level. He utilizes a consultative process focusing on educating and guiding clients. With over 20 years in the business and holding the Accredited Wealth Management Advisor (AWMA) designation, Ed brings a wealth of experience to the table. His passion for advising clients stems from his proactive nature; preparing and minimizing risks that clients face in life.
He and his wife, Melissa, are proud parents to five kids. Their passion for health and fitness, coupled with a focus on personal growth, extends to their children who are actively involved in sports and fitness training—football, basketball, gymnastics.
Zac Truman, MBA
Zac Truman is a finance and MBA graduate from the Mike Ilitch School of Business at Wayne State University. He is a former All-American student-athlete and served as the team captain for the Wayne State University Cross-Country team. Currently, Zac works as an associate advisor at Apogee Wealth Management, where he utilizes his financial expertise to work in conjunction with the wealth management team, helping families achieve their financial goals.
An avid marathoner, Zac recently completed his first Boston Marathon. He enjoys spending quality time with his family and friends and is passionate about outdoor activities, distance running, and is a proud Detroit Pistons supporter. He is committed to personal and professional growth, continuously striving to enhance his skills and provide exceptional service to the families we serve.
Our Board
Ed Harris, AWMA
Ed Harris, dedicated Financial Advisor and proud owner of Apogee Wealth Management. Ed’s mission goes beyond financial transactions; it’s about honoring the trust his clients place in him at the highest level. He utilizes a consultative process focusing on educating and guiding clients. With over 20 years in the business and holding the Accredited Wealth Management Advisor (AWMA) designation, Ed brings a wealth of experience to the table. His passion for advising clients stems from his proactive nature; preparing and minimizing risks that clients face in life.
He and his wife, Melissa, are proud parents to five kids. Their passion for health and fitness, coupled with a focus on personal growth, extends to their children who are actively involved in sports and fitness training—football, basketball, gymnastics.
Melissa Harris
Melissa provides administrative support for Apogee Wealth Management. She has an extensive background in the financial industry, having held management positions at several firms. She most recently provided consulting services to successful mortgage firms. She is an amazing wife and mother (just ask her husband).
LaChana Josiah
Retired legacy employee of Ford Motor Company with extensive experience in labor representation, leadership, and workforce development.
Represented by the UAW, with a strong record of elected leadership, including service as Sergeant-At-Arms at the 36th UAW Constitutional Convention; Recording Secretary for UAW Local 600 Parts Unit and General Council Delegate.
Proven expertise in communication, facilitation, and training, with a Bachelor of Arts in Public Relations from Wayne State University and certification in Diversity and Inclusion from Multi-Training Systems through UAW-Ford.
Skilled in coordinating charitable initiatives and leading fundraising efforts for Ford-approved nonprofits. Served as a volunteer instructor, facilitator, and conference co-coordinator for the
University of Michigan’s School for Women Workers, focusing on social advocacy, diversity, equity and inclusion, and human rights. Committed to empowering others through service, collaboration, and education.
Top 10 Financial Definitions for Beginners…
Budget
A plan for how you spend and save money.
Retirement Account
A savings plan for your future after you stop working.
Asset
Anything of value that you own.
Liability
A financial debt or obligation.
Interest
Money earned on savings or paid on loans.
Debt
Money you owe to others.
Expenses
Money you spend on things like bills and groceries.
Diversification
Spreading investments to reduce risk.
Emergency Fund
Savings for unexpected costs.
Net Worth
Total assets minus total liabilities.
Wealth Academy FAQs
Are the courses designed for beginners or experienced investors?
Our courses are built for all levels—from those just starting their financial journey to experienced investors looking to refine their strategy. We break down complex topics into easy-to-follow lessons with real-life examples.
Is there a cost to access the guides, videos, or courses?
Most resources in the Apogee Wealth Academy are completely free. Our goal is to make financial education accessible. Certain live events or deep-dive courses may have a registration fee, which will be clearly noted in advance.
Can I work with an advisor if I find I need more help after a course?
Absolutely. We have partnered with professional fiduciary advisors who can provide individualized guidance at your request.
How often is new content added?
We regularly add new guides, videos, and live events to reflect current financial topics and evolving needs. Sign up for our updates to be the first to know when fresh content drops.
Let’s Connect
Reach out to us today to get in touch with a wealth management professional. We’d love to talk.
CONTACT
Office
Apogee Wealth Academy 21800 Haggerty Rd, Suite 102 Northville, MI 48167