Apex Legacy Consultants

Apex Legacy Consultants is a Wealth Management firm in Roseville, MN, located at 1915 MN-36. The company specializes in planned giving strategy, education, and consulting for nonprofits and their donors. It serves organizations seeking to expand the types and sizes of gifts they can accept, grow long-term and non-cash giving, and maximize donor legacy potential. The firm also assists individual donors in identifying and articulating their values, preparing for the future through thoughtful planning, charitable deductions, and personal storytelling. Apex holds a rating of 5.00 based on customer reviews. The team provides expertise, materials, and guidance focused on planned giving to help nonprofits lacking time or resources invest in their programs. Services include audits, roadmaps for revamping donor engagement, and comprehensive strategic planning from start to finish. The firm works to empower clients and their donors to be intentional about their legacy, helping them leave a meaningful impact aligned with their values. The business is led by Christy Coulter, MA, CFRM, FCEP, who serves as Chief Executive Officer and Legacy Planning Consultant. With nearly 20 years of nonprofit leadership experience, she specializes in planned giving strategy that helps organizations build long-term sustainability and donors align their values with lasting impact. Her work has helped inspire hundreds of millions of dollars in legacy gifts to both loved ones and charitable causes. She is a Fellow in Charitable Estate Planning (FCEP). The firm maintains a positive rating from the customers who have reviewed it. This standing reflects the satisfaction of nonprofits and donors who have utilized their specialized consulting and strategy services. Apex Legacy Consultants brings specialized planned giving expertise to the Roseville community, helping local nonprofits and donors create lasting legacies through strategic financial planning and education.

Apex Legacy Consultants sits on MN-36 in Roseville, about a tenth of a mile from The UPS Store and a fifth of a mile from Herself Health. It is also near Evergreen Park, roughly four tenths of a mile away, and the Rosedale Center shopping mall, about half a mile distant.

BizScoreAI gives the website a Technical score of 87 out of 100, ensuring the site is secure and readable by search engines without errors. The Content Quality score is 75 out of 100, meaning the pages clearly answer customer questions in a way AI assistants can quote directly. The business ranks number 2 of 3 Wealth Management businesses that BizScoreAI has scored in Roseville.